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 | $51,344 | $84,487-39.2% | $125,339-59.0% | $66,914-23.3% |
| Participation rate | 82.3% | 76.4%+5.9pp | 82.4%-0.1pp | 69.8%+12.5pp |
| Annual return | -17.58% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,601 | $3,553-26.8% | $4,814-46.0% | $2,544+2.2% |
| Participant deferral / active EE | $5,648 | $6,781-16.7% | $7,446-24.1% | $4,237+33.3% |
| Admin fee / account holder | $245 | $685-64.3% | $10,010-97.6% | $593-58.8% |