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 | $134,266 | $91,407+46.9% | $135,903-1.2% | $71,457+87.9% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 30.77% | 29.90%+0.9pp | 68.23%-37.5pp | 28.85%+1.9pp |
| Employer contribution / active EE | $4,231 | $3,703+14.2% | $4,856-12.9% | $2,588+63.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |