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 | $158,949 | $88,890+78.8% | $102,423+55.2% | $77,643+104.7% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 11.97% | 24.98%-13.0pp | 29.32%-17.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $15,104 | $2,698+459.9% | $3,023+399.6% | $2,726+454.1% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |