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 8-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 | $229,299 | $95,880+139.2% | $107,525+113.3% | $85,563+168.0% |
| Participation rate | 99.4% | 70.1%+29.3pp | 75.1%+24.4pp | 66.0%+33.5pp |
| Annual return | 28.26% | 68.06%-39.8pp | 181.32%-153.1pp | 31.51%-3.3pp |
| Employer contribution / active EE | $14,174 | $3,812+271.8% | $3,754+277.6% | $2,654+434.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |