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 | $54,458 | $104,475-47.9% | $159,436-65.8% | $79,386-31.4% |
| Participation rate | 80.5% | 76.6%+3.8pp | 82.8%-2.4pp | 70.7%+9.7pp |
| Annual return | 15.90% | 67.95%-52.1pp | 263.57%-247.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,436 | $3,417-28.7% | $4,829-49.6% | $2,427+0.3% |
| Participant deferral / active EE | $5,223 | $6,467-19.2% | $7,352-29.0% | $4,046+29.1% |
| Admin fee / account holder | $221 | $711-68.9% | $10,799-98.0% | $626-64.7% |