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 | $54,002 | $82,664-34.7% | $125,339-56.9% | $68,494-21.2% |
| Participation rate | 89.4% | 75.0%+14.3pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,165 | $3,381-65.5% | $4,814-75.8% | $2,596-55.1% |
| Participant deferral / active EE | $3,985 | $6,110-34.8% | $7,446-46.5% | $4,027-1.0% |
| Admin fee / account holder | $40 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |