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 | $36,263 | $58,320-37.8% | $86,436-58.0% | $66,914-45.8% |
| Participation rate | 96.6% | 78.6%+18.0pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | 8.05% | -9.71%+17.8pp | 4394.89%-4386.8pp | 1.58%+6.5pp |
| Employer contribution / active EE | $4,227 | $2,615+61.6% | $3,769+12.2% | $2,544+66.1% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,731-100.0% | $593-100.0% |