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 | $105,532 | $84,784+24.5% | $98,439+7.2% | $74,419+41.8% |
| Participation rate | 99.6% | 81.5%+18.1pp | 75.2%+24.5pp | 70.7%+28.9pp |
| Annual return | 21.88% | 20.59%+1.3pp | 21.16%+0.7pp | 34.38%-12.5pp |
| Employer contribution / active EE | $9,661 | $3,364+187.2% | $3,048+217.0% | $2,637+266.3% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |