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 6-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 | $159,149 | $185,342-14.1% | $111,297+43.0% | $86,799+83.4% |
| Participation rate | 82.8% | 81.0%+1.8pp | 77.3%+5.5pp | 72.3%+10.5pp |
| Annual return | 166.20% | 500.80%-334.6pp | 54.65%+111.5pp | 97.91%+68.3pp |
| Employer contribution / active EE | $5,077 | $2,246+126.1% | $2,731+85.9% | $2,405+111.1% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |