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 | $67,089 | $95,880-30.0% | $107,525-37.6% | $85,563-21.6% |
| Participation rate | 91.1% | 70.1%+21.0pp | 75.1%+16.1pp | 66.0%+25.2pp |
| Annual return | 15.13% | 68.06%-52.9pp | 181.32%-166.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $3,367 | $3,812-11.7% | $3,754-10.3% | $2,654+26.9% |
| Participant deferral / active EE | $5,754 | $4,201+37.0% | $5,116+12.5% | $4,375+31.5% |
| Admin fee / account holder | $67 | $1,025-93.4% | $8,919-99.2% | $834-91.9% |