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 | $105,416 | $65,223+61.6% | $80,019+31.7% | $55,725+89.2% |
| Participation rate | 97.1% | 80.6%+16.6pp | 75.8%+21.3pp | 70.9%+26.3pp |
| Annual return | 53.44% | 7.59%+45.8pp | 11.22%+42.2pp | 244.93%-191.5pp |
| Employer contribution / active EE | $5,563 | $2,544+118.7% | $2,468+125.4% | $2,078+167.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |