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 | $55,029 | $130,194-57.7% | $169,993-67.6% | $71,457-23.0% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.0%+11.7pp | 67.9%+30.8pp |
| Annual return | 26.57% | 20.37%+6.2pp | 53.37%-26.8pp | 28.85%-2.3pp |
| Employer contribution / active EE | $11,461 | $4,381+161.6% | $6,785+68.9% | $2,588+342.9% |
| Participant deferral / active EE | $11,115 | $6,923+60.6% | $10,408+6.8% | $4,289+159.2% |
| Admin fee / account holder | $22 | $966-97.7% | $12,815-99.8% | $1,587-98.6% |