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 | $66,274 | $42,396+56.3% | $67,313-1.5% | $56,287+17.7% |
| Participation rate | 97.9% | 61.0%+36.9pp | 69.1%+28.8pp | 69.9%+28.1pp |
| Annual return | 0.41% | -36.63%+37.0pp | -4.08%+4.5pp | -9.96%+10.4pp |
| Employer contribution / active EE | $9,556 | $1,414+576.0% | $2,566+272.5% | $2,111+352.7% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $14 | $510-97.3% | $4,507-99.7% | $521-97.3% |