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 | $32,882 | $68,413-51.9% | $123,104-73.3% | $55,191-40.4% |
| Participation rate | 83.2% | 84.5%-1.4pp | 86.8%-3.6pp | 69.2%+14.0pp |
| Annual return | 25.26% | 6.30%+19.0pp | 13.22%+12.0pp | 10.78%+14.5pp |
| Employer contribution / active EE | $2,414 | $3,050-20.9% | $5,151-53.1% | $1,899+27.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |