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 | $191,350 | $98,727+93.8% | $113,168+69.1% | $85,563+123.6% |
| Participation rate | 94.6% | 80.8%+13.8pp | 76.6%+18.0pp | 66.0%+28.6pp |
| Annual return | 28.36% | 17.43%+10.9pp | 24.27%+4.1pp | 31.51%-3.2pp |
| Employer contribution / active EE | $9,992 | $2,907+243.7% | $2,975+235.8% | $2,654+276.5% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-99.9% | $12,068-100.0% | $834-100.0% |