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 | $83,531 | $31,109+168.5% | $67,711+23.4% | $52,331+59.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | 41.51% | 23.70%+17.8pp | 25.41%+16.1pp | 4.54%+37.0pp |
| Employer contribution / active EE | $1,875 | $1,076+74.3% | $2,559-26.7% | $1,882-0.4% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |