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 | $20,902 | $49,451-57.7% | $79,550-73.7% | $66,914-68.8% |
| Participation rate | 89.1% | 61.3%+27.7pp | 69.5%+19.6pp | 69.8%+19.3pp |
| Annual return | -11.83% | 84.25%-96.1pp | 0.16%-12.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $790 | $1,266-37.6% | $2,413-67.3% | $2,544-68.9% |
| Participant deferral / active EE | $2,183 | $3,159-30.9% | $3,985-45.2% | $4,237-48.5% |
| Admin fee / account holder | $2 | $595-99.7% | $6,832-100.0% | $593-99.7% |