See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,731 | $65,118+36.3% | $76,768+15.6% | $55,725+59.2% |
| Participation rate | 99.7% | 79.6%+20.1pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | 9.41% | -1.27%+10.7pp | 2.43%+7.0pp | 244.93%-235.5pp |
| Employer contribution / active EE | $1,680 | $1,941-13.5% | $2,485-32.4% | $2,078-19.2% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $116-94.3% | $6,675-99.9% | $115-94.3% |