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 | $22,074 | $55,415-60.2% | $155,509-85.8% | $74,495-70.4% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 15.80% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,633 | $2,267-28.0% | $4,672-65.1% | $2,623-37.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $151 | $1,738-91.3% | $15,912-99.0% | $1,942-92.2% |