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 | $174,515 | $45,959+279.7% | $91,220+91.3% | $77,904+124.0% |
| Participation rate | 83.5% | 66.3%+17.2pp | 73.2%+10.3pp | 73.7%+9.8pp |
| Annual return | 3.36% | -5.32%+8.7pp | 114.01%-110.7pp | 12.21%-8.8pp |
| Employer contribution / active EE | $7,388 | $1,451+409.2% | $2,850+159.2% | $2,848+159.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,234-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $5,420-100.0% | $133-100.0% |