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 | $106,968 | $62,928+70.0% | $172,739-38.1% | $67,579+58.3% |
| Participation rate | 99.4% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 16.20% | 30.36%-14.2pp | 802.84%-786.6pp | 378.56%-362.4pp |
| Employer contribution / active EE | $3,719 | $1,636+127.3% | $5,143-27.7% | $2,148+73.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |