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 | $146,351 | $104,475+40.1% | $159,436-8.2% | $79,386+84.4% |
| Participation rate | 99.6% | 76.6%+23.0pp | 82.8%+16.8pp | 70.7%+28.9pp |
| Annual return | 102.47% | 67.95%+34.5pp | 263.57%-161.1pp | 116.85%-14.4pp |
| Employer contribution / active EE | $870 | $3,417-74.5% | $4,829-82.0% | $2,427-64.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |