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 | $24,407 | $85,202-71.4% | $172,739-85.9% | $72,985-66.6% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 27.36% | 27.32%0pp | 802.84%-775.5pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,052 | $3,324-38.3% | $5,143-60.1% | $2,440-15.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |