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 | $34,518 | $77,634-55.5% | $156,549-78.0% | $62,891-45.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 88.31% | 50.32%+38.0pp | 32.23%+56.1pp | 20.14%+68.2pp |
| Employer contribution / active EE | $1,726 | $3,444-49.9% | $5,501-68.6% | $2,281-24.3% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $45 | $5,561-99.2% | $13,027-99.7% | $4,296-98.9% |