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 5-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 | $111,759 | $99,078+12.8% | $96,544+15.8% | $74,419+50.2% |
| Participation rate | 99.2% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.5pp |
| Annual return | 29.58% | 22.48%+7.1pp | 25.84%+3.7pp | 34.38%-4.8pp |
| Employer contribution / active EE | $6,367 | $2,570+147.7% | $2,965+114.7% | $2,637+141.4% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |