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 | $181,466 | $104,475+73.7% | $159,436+13.8% | $79,386+128.6% |
| Participation rate | 97.0% | 76.6%+20.4pp | 82.8%+14.2pp | 70.7%+26.3pp |
| Annual return | 13.70% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $7,894 | $3,417+131.0% | $4,829+63.5% | $2,427+225.2% |
| Participant deferral / active EE | $3,744 | $6,467-42.1% | $7,352-49.1% | $4,046-7.5% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |