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 | $44,871 | $45,343-1.0% | $150,298-70.1% | $67,986-34.0% |
| Participation rate | 75.5% | 51.9%+23.7pp | 77.8%-2.2pp | 57.2%+18.3pp |
| Annual return | 13.20% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $227 | $1,462-84.5% | $4,154-94.5% | $2,019-88.8% |
| Participant deferral / active EE | $2,634 | $2,055+28.2% | $5,453-51.7% | $3,358-21.5% |
| Admin fee / account holder | $283 | $2,250-87.4% | $14,116-98.0% | $3,203-91.2% |