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 | $31,518 | $59,101-46.7% | $77,163-59.2% | $75,163-58.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.57% | 26.71%-10.1pp | 37.87%-21.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,818 | $1,995-8.9% | $2,535-28.3% | $2,670-31.9% |
| Participant deferral / active EE | $6,281 | $2,999+109.4% | $3,833+63.9% | $4,125+52.3% |
| Admin fee / account holder | $20 | $4,774-99.6% | $5,472-99.6% | $5,651-99.7% |