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 | $35,461 | $57,384-38.2% | $106,387-66.7% | $56,287-37.0% |
| Participation rate | 99.1% | 71.3%+27.8pp | 77.5%+21.7pp | 69.9%+29.3pp |
| Annual return | 4.43% | 5.91%-1.5pp | 0.25%+4.2pp | -9.96%+14.4pp |
| Employer contribution / active EE | $2,934 | $2,348+25.0% | $3,520-16.6% | $2,111+39.0% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |