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 | $54,571 | $78,275-30.3% | $109,143-50.0% | $86,799-37.1% |
| Participation rate | 91.6% | 73.8%+17.8pp | 75.9%+15.7pp | 72.3%+19.3pp |
| Annual return | 12.64% | 19.14%-6.5pp | 25.75%-13.1pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,314 | $3,105-25.5% | $3,722-37.8% | $2,405-3.8% |
| Participant deferral / active EE | $3,813 | $3,641+4.7% | $4,653-18.0% | $4,131-7.7% |
| Admin fee / account holder | $28 | $198-85.7% | $6,752-99.6% | $170-83.2% |