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 | $113,107 | $65,557+72.5% | $105,738+7.0% | $56,287+100.9% |
| Participation rate | 97.4% | 63.4%+34.0pp | 76.3%+21.1pp | 69.9%+27.6pp |
| Annual return | 27.87% | -1.32%+29.2pp | 6.27%+21.6pp | -9.96%+37.8pp |
| Employer contribution / active EE | $8,505 | $1,788+375.6% | $3,268+160.2% | $2,111+302.9% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |