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 7-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 | $89,467 | $91,407-2.1% | $135,903-34.2% | $71,457+25.2% |
| Participation rate | 76.8% | 75.7%+1.2pp | 81.9%-5.1pp | 67.9%+8.9pp |
| Annual return | 24.66% | 29.90%-5.2pp | 68.23%-43.6pp | 28.85%-4.2pp |
| Employer contribution / active EE | $2,425 | $3,703-34.5% | $4,856-50.1% | $2,588-6.3% |
| Participant deferral / active EE | $5,304 | $7,092-25.2% | $7,758-31.6% | $4,289+23.7% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |