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 | $51,256 | $69,362-26.1% | $101,248-49.4% | $73,488-30.3% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.5pp | 70.7%+27.7pp |
| Annual return | 27.46% | 18.46%+9.0pp | 46.47%-19.0pp | 28.51%-1.1pp |
| Employer contribution / active EE | $6,047 | $2,628+130.1% | $3,660+65.2% | $2,270+166.4% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |