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 7-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 | $40,849 | $106,236-61.5% | $112,228-63.6% | $64,808-37.0% |
| Participation rate | 99.1% | 71.7%+27.5pp | 75.1%+24.1pp | 71.5%+27.7pp |
| Annual return | 2.50% | -6.02%+8.5pp | 27.45%-24.9pp | 32.82%-30.3pp |
| Employer contribution / active EE | $3,445 | $3,166+8.8% | $3,635-5.2% | $2,506+37.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $452-99.0% | $6,410-99.9% | $188-97.5% |