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 | $76,433 | $47,977+59.3% | $154,107-50.4% | $56,287+35.8% |
| Participation rate | 93.3% | 66.2%+27.1pp | 83.0%+10.2pp | 69.9%+23.4pp |
| Annual return | 2.13% | 3.54%-1.4pp | 735.12%-733.0pp | -9.96%+12.1pp |
| Employer contribution / active EE | $12,636 | $2,169+482.6% | $5,298+138.5% | $2,111+498.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |