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 | $30,056 | $61,473-51.1% | $81,930-63.3% | $73,409-59.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 62.26% | 28.26%+34.0pp | 29.49%+32.8pp | 59.29%+3.0pp |
| Employer contribution / active EE | $13,617 | $1,898+617.5% | $4,310+215.9% | $2,234+509.7% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $125-99.9% | $5,158-100.0% | $158-100.0% |