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 9-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 | $15,564 | $43,411-64.1% | $94,993-83.6% | $69,631-77.6% |
| Participation rate | 98.0% | 64.4%+33.6pp | 73.9%+24.1pp | 70.7%+27.3pp |
| Annual return | 16.22% | 22.54%-6.3pp | 27.12%-10.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $885 | $1,202-26.4% | $2,603-66.0% | $2,032-56.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |