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 | $65,285 | $111,608-41.5% | $177,821-63.3% | $73,409-11.1% |
| Participation rate | 93.8% | 87.9%+6.0pp | 87.7%+6.1pp | 72.2%+21.7pp |
| Annual return | 17.82% | 18.23%-0.4pp | 48.32%-30.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,202 | $3,796-42.0% | $5,918-62.8% | $2,234-1.4% |
| Participant deferral / active EE | $4,227 | $6,199-31.8% | $7,714-45.2% | $3,805+11.1% |
| Admin fee / account holder | $8 | $166-95.1% | $12,427-99.9% | $158-94.9% |