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 8-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 | $78,003 | $167,668-53.5% | $100,391-22.3% | $106,382-26.7% |
| Participation rate | 93.7% | 87.6%+6.1pp | 81.5%+12.2pp | 69.9%+23.8pp |
| Annual return | 14.39% | 18.33%-3.9pp | 49.20%-34.8pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,572 | $4,908-27.2% | $3,942-9.4% | $3,364+6.2% |
| Participant deferral / active EE | $5,918 | $11,427-48.2% | $8,082-26.8% | $5,569+6.3% |
| Admin fee / account holder | $0 | $94-100.0% | $7,899-100.0% | $79-100.0% |