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 | $42,612 | $54,590-21.9% | $81,930-48.0% | $73,488-42.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 14.27% | 17.74%-3.5pp | 29.49%-15.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,852 | $1,636+13.2% | $4,310-57.0% | $2,270-18.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $203 | $592-65.7% | $5,158-96.1% | $513-60.4% |