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 | $85,813 | $34,934+145.6% | $56,411+52.1% | $74,495+15.2% |
| Participation rate | 92.1% | 32.8%+59.3pp | 52.5%+39.6pp | 67.2%+24.9pp |
| Annual return | 16.92% | 25.94%-9.0pp | 1701.33%-1684.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $4,785 | $609+685.7% | $1,039+360.7% | $2,623+82.4% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |