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 | $114,699 | $56,443+103.2% | $83,848+36.8% | $55,725+105.8% |
| Participation rate | 91.9% | 72.0%+19.9pp | 76.1%+15.8pp | 70.9%+21.1pp |
| Annual return | 17.67% | 393.67%-376.0pp | 850.88%-833.2pp | 244.93%-227.3pp |
| Employer contribution / active EE | $2,663 | $2,682-0.7% | $3,631-26.6% | $2,078+28.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-99.9% | $5,478-100.0% | $115-99.9% |