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 | $59,404 | $77,660-23.5% | $109,143-45.6% | $79,386-25.2% |
| Participation rate | 96.4% | 67.8%+28.6pp | 75.9%+20.5pp | 70.7%+25.7pp |
| Annual return | 17.04% | 23.44%-6.4pp | 25.75%-8.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $2,400 | $2,797-14.2% | $3,722-35.5% | $2,427-1.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |