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 | $65,243 | $73,638-11.4% | $95,952-32.0% | $73,488-11.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.63% | 16.78%-3.2pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,709 | $1,863+45.4% | $2,541+6.6% | $2,270+19.3% |
| Participant deferral / active EE | $5,973 | $3,617+65.1% | $4,167+43.3% | $3,740+59.7% |
| Admin fee / account holder | $221 | $482-54.2% | $6,795-96.8% | $513-57.0% |