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 | $14,481 | $49,280-70.6% | $67,313-78.5% | $64,186-77.4% |
| Participation rate | 96.7% | 60.8%+36.0pp | 69.1%+27.7pp | 69.6%+27.2pp |
| Annual return | -7.00% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,594 | $1,668-4.5% | $2,566-37.9% | $2,381-33.1% |
| Participant deferral / active EE | $2,294 | $2,484-7.6% | $3,568-35.7% | $3,470-33.9% |
| Admin fee / account holder | $137 | $3,863-96.4% | $4,507-96.9% | $4,888-97.2% |