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 7-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 | $247,953 | $106,236+133.4% | $112,228+120.9% | $64,808+282.6% |
| Participation rate | 99.2% | 71.7%+27.6pp | 75.1%+24.2pp | 71.5%+27.8pp |
| Annual return | 10.71% | -6.02%+16.7pp | 27.45%-16.7pp | 32.82%-22.1pp |
| Employer contribution / active EE | $16,087 | $3,166+408.1% | $3,635+342.6% | $2,506+542.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |