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 | $172,870 | $84,487+104.6% | $125,339+37.9% | $66,914+158.3% |
| Participation rate | 99.1% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | 34.14% | -8.39%+42.5pp | 572.05%-537.9pp | 1.58%+32.6pp |
| Employer contribution / active EE | $9,112 | $3,553+156.5% | $4,814+89.3% | $2,544+258.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |