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 | $160,470 | $91,517+75.3% | $101,248+58.5% | $73,409+118.6% |
| Participation rate | 94.4% | 73.8%+20.6pp | 75.8%+18.6pp | 72.2%+22.2pp |
| Annual return | 27.42% | 17.17%+10.2pp | 46.47%-19.1pp | 59.29%-31.9pp |
| Employer contribution / active EE | $1,893 | $2,877-34.2% | $3,660-48.3% | $2,234-15.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |