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 | $186,565 | $136,307+36.9% | $177,821+4.9% | $73,488+153.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.14% | 18.68%-5.5pp | 48.32%-35.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $6,891 | $3,712+85.6% | $5,918+16.4% | $2,270+203.5% |
| Participant deferral / active EE | $4,824 | $5,829-17.2% | $7,714-37.5% | $3,740+29.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |