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 | $216,425 | $127,481+69.8% | $149,696+44.6% | $90,288+139.7% |
| Participation rate | 86.2% | 78.2%+8.0pp | 82.5%+3.7pp | 73.4%+12.8pp |
| Annual return | 20.95% | 57.78%-36.8pp | 276.60%-255.6pp | 53.97%-33.0pp |
| Employer contribution / active EE | $5,755 | $3,448+66.9% | $4,644+23.9% | $2,524+128.0% |
| Participant deferral / active EE | $12,432 | $6,975+78.2% | $6,842+81.7% | $4,232+193.8% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |