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 6-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 | $21,336 | $81,248-73.7% | $155,509-86.3% | $80,856-73.6% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.3pp | 67.6%+26.8pp |
| Annual return | 14.05% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,897 | $3,100+25.7% | $4,672-16.6% | $2,755+41.4% |
| Participant deferral / active EE | $5,815 | $3,452+68.5% | $5,626+3.3% | $4,296+35.4% |
| Admin fee / account holder | $23 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |