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 | $111,594 | $82,917+34.6% | $103,333+8.0% | $77,643+43.7% |
| Participation rate | 97.5% | 71.6%+26.0pp | 74.5%+23.0pp | 70.6%+27.0pp |
| Annual return | 79.13% | 19.13%+60.0pp | 24.88%+54.2pp | 31.24%+47.9pp |
| Employer contribution / active EE | $2,526 | $3,552-28.9% | $3,868-34.7% | $2,726-7.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |