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 8-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 | $164,506 | $57,108+188.1% | $94,224+74.6% | $52,331+214.4% |
| Participation rate | 92.9% | 72.9%+20.0pp | 78.8%+14.1pp | 68.1%+24.8pp |
| Annual return | 19.73% | 1.47%+18.3pp | 10.68%+9.0pp | 4.54%+15.2pp |
| Employer contribution / active EE | $14,488 | $1,735+734.9% | $3,587+303.9% | $1,882+669.9% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |