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 | $194,246 | $71,142+173.0% | $119,609+62.4% | $64,808+199.7% |
| Participation rate | 92.4% | 78.6%+13.8pp | 79.3%+13.1pp | 71.5%+20.9pp |
| Annual return | 16.58% | -10.01%+26.6pp | -14.97%+31.5pp | 32.82%-16.2pp |
| Employer contribution / active EE | $14,705 | $2,497+488.8% | $4,232+247.5% | $2,506+486.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |