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 | $45,942 | $73,102-37.2% | $123,544-62.8% | $56,287-18.4% |
| Participation rate | 91.9% | 74.3%+17.6pp | 82.3%+9.6pp | 69.9%+22.0pp |
| Annual return | 41.65% | 3.01%+38.6pp | 119.20%-77.5pp | -9.96%+51.6pp |
| Employer contribution / active EE | $2,726 | $2,977-8.4% | $4,628-41.1% | $2,111+29.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |