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 10-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 | $113,499 | $91,407+24.2% | $135,903-16.5% | $71,457+58.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 49.63% | 29.90%+19.7pp | 68.23%-18.6pp | 28.85%+20.8pp |
| Employer contribution / active EE | $3,264 | $3,703-11.9% | $4,856-32.8% | $2,588+26.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $11 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |