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 10-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 | $36,980 | $23,385+58.1% | $69,182-46.5% | $57,658-35.9% |
| Participation rate | 98.0% | 37.9%+60.1pp | 55.1%+42.9pp | 70.2%+27.8pp |
| Annual return | 431.18% | -659.34%+1090.5pp | -21.93%+453.1pp | 5.13%+426.0pp |
| Employer contribution / active EE | $9,596 | $422+2171.6% | $1,206+695.6% | $1,974+386.2% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,897-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |