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 | $91,292 | $47,977+90.3% | $154,107-40.8% | $56,287+62.2% |
| Participation rate | 98.6% | 66.2%+32.5pp | 83.0%+15.6pp | 69.9%+28.8pp |
| Annual return | 6.60% | 3.54%+3.1pp | 735.12%-728.5pp | -9.96%+16.6pp |
| Employer contribution / active EE | $8,051 | $2,169+271.3% | $5,298+52.0% | $2,111+281.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |