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 | $120,609 | $69,477+73.6% | $94,646+27.4% | $71,457+68.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 20.24% | 29.66%-9.4pp | 156.71%-136.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,673 | $2,853+63.8% | $3,672+27.3% | $2,588+80.6% |
| Participant deferral / active EE | $11,813 | $7,345+60.8% | $7,418+59.2% | $4,289+175.4% |
| Admin fee / account holder | $12 | $1,210-99.0% | $7,231-99.8% | $1,587-99.2% |