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 | $80,788 | $65,118+24.1% | $76,768+5.2% | $55,725+45.0% |
| Participation rate | 99.1% | 79.6%+19.5pp | 77.0%+22.2pp | 70.9%+28.3pp |
| Annual return | 2.25% | -1.27%+3.5pp | 2.43%-0.2pp | 244.93%-242.7pp |
| Employer contribution / active EE | $4,241 | $1,941+118.5% | $2,485+70.6% | $2,078+104.1% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |