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 | $80,151 | $48,795+64.3% | $65,493+22.4% | $84,808-5.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.58% | 20.20%-2.6pp | 982.45%-964.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,328 | $1,930+124.3% | $2,574+68.1% | $2,631+64.5% |
| Participant deferral / active EE | $3,830 | $2,928+30.8% | $3,961-3.3% | $4,212-9.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |