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 | $130,170 | $65,376+99.1% | $87,100+49.4% | $65,185+99.7% |
| Participation rate | 97.8% | 75.3%+22.4pp | 76.9%+20.9pp | 70.2%+27.6pp |
| Annual return | 86.89% | 31.27%+55.6pp | 28.19%+58.7pp | 29.38%+57.5pp |
| Employer contribution / active EE | $7,786 | $1,822+327.3% | $2,521+208.8% | $2,177+257.7% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $520-95.4% | $7,497-99.7% | $847-97.2% |