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 | $173,550 | $91,407+89.9% | $135,903+27.7% | $71,457+142.9% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.4pp |
| Annual return | 18.11% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $8,027 | $3,703+116.8% | $4,856+65.3% | $2,588+210.2% |
| Participant deferral / active EE | $3,766 | $7,092-46.9% | $7,758-51.5% | $4,289-12.2% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |