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 9-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 | $223,226 | $62,127+259.3% | $81,382+174.3% | $74,495+199.7% |
| Participation rate | 98.0% | 64.0%+34.0pp | 69.5%+28.6pp | 67.2%+30.8pp |
| Annual return | 15.32% | 16.48%-1.2pp | 24.73%-9.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,282 | $1,882+74.4% | $2,463+33.3% | $2,623+25.1% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |