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 3-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 | $31,429 | $30,086+4.5% | $61,373-48.8% | $64,808-51.5% |
| Participation rate | 89.5% | 36.4%+53.1pp | 52.6%+36.9pp | 71.5%+18.0pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $538 | $536+0.4% | $1,159-53.6% | $2,506-78.5% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |