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 | $237,387 | $84,487+181.0% | $125,339+89.4% | $66,914+254.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.02% | -8.39%-5.6pp | 572.05%-586.1pp | 1.58%-15.6pp |
| Employer contribution / active EE | $9,471 | $3,553+166.6% | $4,814+96.8% | $2,544+272.3% |
| Participant deferral / active EE | $9,830 | $6,781+45.0% | $7,446+32.0% | $4,237+132.0% |
| Admin fee / account holder | $34 | $685-95.0% | $10,010-99.7% | $593-94.2% |