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 6-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 | $46,312 | $72,137-35.8% | $142,449-67.5% | $71,457-35.2% |
| Participation rate | 97.3% | 71.7%+25.6pp | 76.8%+20.6pp | 67.9%+29.4pp |
| Annual return | 31.78% | 21.15%+10.6pp | 19.99%+11.8pp | 28.85%+2.9pp |
| Employer contribution / active EE | $7,196 | $3,793+89.7% | $4,847+48.4% | $2,588+178.1% |
| Participant deferral / active EE | $9,978 | $5,280+89.0% | $6,283+58.8% | $4,289+132.7% |
| Admin fee / account holder | $151 | $1,433-89.5% | $10,011-98.5% | $1,587-90.5% |