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 | $169,909 | $122,239+39.0% | $184,203-7.8% | $74,495+128.1% |
| Participation rate | 77.0% | 85.5%-8.4pp | 86.8%-9.8pp | 67.2%+9.8pp |
| Annual return | 12.27% | 19.95%-7.7pp | 28.81%-16.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,535 | $4,537-22.1% | $6,427-45.0% | $2,623+34.8% |
| Participant deferral / active EE | $5,591 | $7,139-21.7% | $9,131-38.8% | $4,346+28.6% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |