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 | $208,566 | $69,763+199.0% | $67,502+209.0% | $74,495+180.0% |
| Participation rate | 90.6% | 71.4%+19.3pp | 72.9%+17.8pp | 67.2%+23.4pp |
| Annual return | 14.57% | -40.34%+54.9pp | 3512.12%-3497.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $8,381 | $2,704+210.0% | $2,731+206.9% | $2,623+219.5% |
| Participant deferral / active EE | $10,191 | $3,636+180.3% | $4,000+154.8% | $4,346+134.5% |
| Admin fee / account holder | $105 | $896-88.3% | $3,998-97.4% | $1,942-94.6% |