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 | $205,583 | $99,957+105.7% | $149,696+37.3% | $73,488+179.7% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 22.87% | 53.87%-31.0pp | 276.60%-253.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $4,724 | $3,191+48.0% | $4,644+1.7% | $2,270+108.1% |
| Participant deferral / active EE | $6,011 | $6,073-1.0% | $6,842-12.1% | $3,740+60.7% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |