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 | $98,777 | $86,655+14.0% | $119,609-17.4% | $66,914+47.6% |
| Participation rate | 99.0% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.2pp |
| Annual return | 151.36% | -8.00%+159.4pp | -14.97%+166.3pp | 1.58%+149.8pp |
| Employer contribution / active EE | $1,605 | $2,536-36.7% | $4,232-62.1% | $2,544-36.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |