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 | $28,734 | $41,647-31.0% | $96,139-70.1% | $86,799-66.9% |
| Participation rate | 93.0% | 50.2%+42.8pp | 68.4%+24.6pp | 72.3%+20.7pp |
| Annual return | 17.36% | 27.24%-9.9pp | 191.94%-174.6pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,464 | $1,318+11.1% | $2,797-47.7% | $2,405-39.2% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,537-100.0% | $170-100.0% |