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 | $97,209 | $48,795+99.2% | $65,493+48.4% | $84,808+14.6% |
| Participation rate | 95.7% | 67.0%+28.7pp | 73.1%+22.6pp | 68.3%+27.4pp |
| Annual return | 16.52% | 20.20%-3.7pp | 982.45%-965.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,853 | $2,928+168.2% | $3,961+98.3% | $4,212+86.5% |
| Admin fee / account holder | $26 | $3,877-99.3% | $5,028-99.5% | $7,344-99.6% |