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 | $218,366 | $95,880+127.8% | $107,525+103.1% | $85,563+155.2% |
| Participation rate | 98.7% | 70.1%+28.6pp | 75.1%+23.6pp | 66.0%+32.7pp |
| Annual return | 12.91% | 68.06%-55.1pp | 181.32%-168.4pp | 31.51%-18.6pp |
| Employer contribution / active EE | $20,142 | $3,812+428.3% | $3,754+436.6% | $2,654+659.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1 | $1,025-99.9% | $8,919-100.0% | $834-99.9% |