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 | $59,372 | $102,553-42.1% | $151,611-60.8% | $66,914-11.3% |
| Participation rate | 96.2% | 85.5%+10.7pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | 5.45% | -10.82%+16.3pp | 3.33%+2.1pp | 1.58%+3.9pp |
| Employer contribution / active EE | $2,476 | $4,180-40.8% | $6,166-59.8% | $2,544-2.7% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $32 | $630-94.9% | $11,616-99.7% | $593-94.5% |