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 | $194,520 | $73,867+163.3% | $143,757+35.3% | $68,494+184.0% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.7pp |
| Annual return | -16.02% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,261 | $3,184+96.6% | $4,951+26.5% | $2,596+141.1% |
| Participant deferral / active EE | $6,232 | $3,384+84.1% | $5,637+10.6% | $4,027+54.7% |
| Admin fee / account holder | $34 | $5,755-99.4% | $14,673-99.8% | $5,403-99.4% |