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 | $69,566 | $67,984+2.3% | $65,493+6.2% | $74,304-6.4% |
| Participation rate | 89.7% | 66.3%+23.4pp | 73.1%+16.6pp | 60.3%+29.3pp |
| Annual return | 12.89% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $4,255 | $2,491+70.8% | $2,574+65.3% | $2,241+89.8% |
| Participant deferral / active EE | $3,745 | $3,346+11.9% | $3,961-5.5% | $3,767-0.6% |
| Admin fee / account holder | $8 | $1,373-99.4% | $5,028-99.8% | $2,969-99.7% |