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 | $64,346 | $53,162+21.0% | $91,220-29.5% | $68,494-6.1% |
| Participation rate | 90.7% | 63.2%+27.5pp | 73.2%+17.5pp | 67.9%+22.8pp |
| Annual return | -10.68% | -3.14%-7.5pp | 114.01%-124.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $800 | $1,709-53.2% | $2,850-71.9% | $2,596-69.2% |
| Participant deferral / active EE | $1,355 | $2,974-54.4% | $4,234-68.0% | $4,027-66.4% |
| Admin fee / account holder | $11 | $4,493-99.7% | $5,420-99.8% | $5,403-99.8% |