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 4-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 | $99,426 | $73,360+35.5% | $177,989-44.1% | $74,495+33.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 43.78% | 17.49%+26.3pp | 294.48%-250.7pp | 1364.94%-1321.2pp |
| Employer contribution / active EE | $3,785 | $2,216+70.8% | $3,949-4.1% | $2,623+44.3% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,808-100.0% | $10,363-100.0% | $1,942-100.0% |