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 | $140,872 | $39,948+252.6% | $89,391+57.6% | $73,409+91.9% |
| Participation rate | 98.1% | 50.4%+47.7pp | 68.0%+30.1pp | 72.2%+26.0pp |
| Annual return | 28.33% | 50.12%-21.8pp | 245.62%-217.3pp | 59.29%-31.0pp |
| Employer contribution / active EE | $4,944 | $1,200+312.0% | $2,586+91.2% | $2,234+121.3% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |