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 9-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 | $63,639 | $34,308+85.5% | $74,701-14.8% | $72,985-12.8% |
| Participation rate | 91.2% | 42.4%+48.8pp | 54.5%+36.7pp | 69.5%+21.7pp |
| Annual return | 45.75% | 26.58%+19.2pp | 752.92%-707.2pp | 81.00%-35.3pp |
| Employer contribution / active EE | $5,150 | $692+644.7% | $1,084+375.3% | $2,440+111.1% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |