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 | $125,181 | $105,181+19.0% | $159,436-21.5% | $85,850+45.8% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.5pp |
| Annual return | 30.67% | 45.07%-14.4pp | 263.57%-232.9pp | 318.53%-287.9pp |
| Employer contribution / active EE | $9,094 | $3,318+174.1% | $4,829+88.3% | $2,565+254.5% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |