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 | $110,723 | $198,836-44.3% | $103,333+7.2% | - |
| Participation rate | 98.0% | 60.8%+37.1pp | 74.5%+23.5pp | - |
| Annual return | 54.07% | 12.43%+41.6pp | 24.88%+29.2pp | - |
| Employer contribution / active EE | $3,873 | $2,607+48.5% | $3,868+0.1% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,057-100.0% | - |
| Admin fee / account holder | $18 | $10,004-99.8% | $8,355-99.8% | - |