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 | $73,651 | $58,347+26.2% | $85,682-14.0% | $86,799-15.1% |
| Participation rate | 70.7% | 64.9%+5.8pp | 69.9%+0.8pp | 72.3%-1.6pp |
| Annual return | 14.80% | 18.43%-3.6pp | 21.49%-6.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $358 | $1,751-79.5% | $2,618-86.3% | $2,405-85.1% |
| Participant deferral / active EE | $3,083 | $3,065+0.6% | $3,923-21.4% | $4,131-25.4% |
| Admin fee / account holder | $75 | $147-48.9% | $6,873-98.9% | $170-55.6% |