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 7-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 | $194,940 | $87,870+121.8% | $113,168+72.3% | $74,304+162.4% |
| Participation rate | 92.5% | 70.7%+21.8pp | 76.6%+16.0pp | 60.3%+32.2pp |
| Annual return | 122.25% | 26.44%+95.8pp | 24.27%+98.0pp | 29.43%+92.8pp |
| Employer contribution / active EE | $8,237 | $2,277+261.7% | $2,975+176.9% | $2,241+267.5% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |