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 | $131,239 | $67,984+93.0% | $65,493+100.4% | $74,304+76.6% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.1%+25.5pp | 60.3%+38.3pp |
| Annual return | 12.68% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $4,183 | $2,491+67.9% | $2,574+62.5% | $2,241+86.6% |
| Participant deferral / active EE | $3,306 | $3,346-1.2% | $3,961-16.5% | $3,767-12.2% |
| Admin fee / account holder | $207 | $1,373-84.9% | $5,028-95.9% | $2,969-93.0% |