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 | $124,582 | $46,292+169.1% | $143,757-13.3% | $64,808+92.2% |
| Participation rate | 75.2% | 64.2%+10.9pp | 80.3%-5.2pp | 71.5%+3.7pp |
| Annual return | -16.28% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $5,471 | $1,910+186.5% | $4,951+10.5% | $2,506+118.3% |
| Participant deferral / active EE | $10,109 | $2,646+282.1% | $5,637+79.3% | $4,310+134.5% |
| Admin fee / account holder | $206 | $154+33.8% | $14,673-98.6% | $188+9.5% |