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 6-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 | $85,180 | $61,156+39.3% | $185,823-54.2% | $79,386+7.3% |
| Participation rate | 94.2% | 66.6%+27.6pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 17.18% | 19.45%-2.3pp | 122.05%-104.9pp | 116.85%-99.7pp |
| Employer contribution / active EE | $2,885 | $2,321+24.3% | $5,167-44.2% | $2,427+18.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |