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 | $165,078 | $104,317+58.2% | $159,436+3.5% | $86,799+90.2% |
| Participation rate | 88.8% | 77.7%+11.1pp | 82.8%+6.0pp | 72.3%+16.5pp |
| Annual return | 17.50% | 26.32%-8.8pp | 263.57%-246.1pp | 97.91%-80.4pp |
| Employer contribution / active EE | $3,536 | $3,451+2.5% | $4,829-26.8% | $2,405+47.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $7 | $172-96.0% | $10,799-99.9% | $170-95.9% |