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 | $129,792 | $98,750+31.4% | $149,696-13.3% | $79,858+62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.20% | 27.43%+2.8pp | 276.60%-246.4pp | 31.71%-1.5pp |
| Employer contribution / active EE | $4,805 | $3,216+49.4% | $4,644+3.5% | $2,471+94.5% |
| Participant deferral / active EE | $8,978 | $5,680+58.1% | $6,842+31.2% | $3,740+140.1% |
| Admin fee / account holder | $194 | $6,053-96.8% | $9,309-97.9% | $5,306-96.3% |