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 | $27,115 | $70,002-61.3% | $115,037-76.4% | $52,331-48.2% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.5pp | 68.1%+23.8pp |
| Annual return | 3.85% | 4.04%-0.2pp | 26.14%-22.3pp | 4.54%-0.7pp |
| Employer contribution / active EE | $4,022 | $2,715+48.2% | $4,608-12.7% | $1,882+113.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |