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 | $73,575 | $60,989+20.6% | $60,874+20.9% | $66,914+10.0% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+21.0pp | 69.8%+24.3pp |
| Annual return | 0.84% | -9.60%+10.4pp | 16.90%-16.1pp | 1.58%-0.7pp |
| Employer contribution / active EE | $8,158 | $2,661+206.6% | $2,701+202.0% | $2,544+220.7% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $27 | $338-92.1% | $3,224-99.2% | $593-95.5% |