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 | $145,120 | $81,474+78.1% | $133,956+8.3% | $73,488+97.5% |
| Participation rate | 91.3% | 76.4%+15.0pp | 79.8%+11.5pp | 70.7%+20.7pp |
| Annual return | 18.31% | 19.40%-1.1pp | 45.09%-26.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $16,104 | $2,209+628.9% | $3,919+311.0% | $2,270+609.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |