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 | $90,805 | $102,553-11.5% | $151,611-40.1% | $66,914+35.7% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | -17.10% | -10.82%-6.3pp | 3.33%-20.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,925 | $4,180+17.8% | $6,166-20.1% | $2,544+93.6% |
| Participant deferral / active EE | $7,278 | $6,641+9.6% | $8,363-13.0% | $4,237+71.8% |
| Admin fee / account holder | $168 | $630-73.3% | $11,616-98.6% | $593-71.6% |