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 | $171,575 | $48,406+254.4% | $104,607+64.0% | $90,288+90.0% |
| Participation rate | 99.9% | 64.3%+35.6pp | 74.1%+25.8pp | 73.4%+26.6pp |
| Annual return | 20.61% | 18.72%+1.9pp | 340.46%-319.9pp | 53.97%-33.4pp |
| Employer contribution / active EE | $9,731 | $1,115+773.0% | $2,681+263.0% | $2,524+285.5% |
| Participant deferral / active EE | $0 | $2,436-100.0% | $3,740-100.0% | $4,232-100.0% |
| Admin fee / account holder | $5 | $76-92.9% | $6,473-99.9% | $114-95.3% |