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 | $87,093 | $98,727-11.8% | $113,168-23.0% | $85,563+1.8% |
| Participation rate | 99.7% | 80.8%+18.9pp | 76.6%+23.2pp | 66.0%+33.8pp |
| Annual return | 13.77% | 17.43%-3.7pp | 24.27%-10.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,453 | $2,907+18.8% | $2,975+16.1% | $2,654+30.1% |
| Participant deferral / active EE | $4,038 | $5,424-25.6% | $5,107-20.9% | $4,375-7.7% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |