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 5-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 | $91,196 | $84,936+7.4% | $111,297-18.1% | $79,386+14.9% |
| Participation rate | 99.0% | 75.9%+23.2pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.65%-54.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $6,119 | $1,979+209.1% | $2,731+124.0% | $2,427+152.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $20 | $537-96.3% | $7,964-99.8% | $626-96.9% |