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 10-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 | $37,332 | $64,286-41.9% | $90,951-59.0% | $73,409-49.1% |
| Participation rate | 98.2% | 63.6%+34.6pp | 69.0%+29.2pp | 72.2%+26.0pp |
| Annual return | 30.39% | 21.45%+8.9pp | 134.60%-104.2pp | 59.29%-28.9pp |
| Employer contribution / active EE | $3,797 | $895+324.5% | $2,122+78.9% | $2,234+70.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-99.9% | $5,959-100.0% | $158-99.8% |