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 | $243,636 | $28,601+751.8% | $71,735+239.6% | $66,914+264.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 62.3%+37.7pp | 69.8%+30.2pp |
| Annual return | 96.89% | -10.90%+107.8pp | 9.14%+87.7pp | 1.58%+95.3pp |
| Employer contribution / active EE | $15,315 | $1,104+1287.2% | $1,704+798.8% | $2,544+502.0% |
| Participant deferral / active EE | $0 | $1,912-100.0% | $2,658-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $3,974-100.0% | $593-100.0% |