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 6-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 | $128,737 | $58,347+120.6% | $85,682+50.2% | $86,799+48.3% |
| Participation rate | 98.9% | 64.9%+34.0pp | 69.9%+29.0pp | 72.3%+26.6pp |
| Annual return | 59.54% | 18.43%+41.1pp | 21.49%+38.0pp | 97.91%-38.4pp |
| Employer contribution / active EE | $2,874 | $1,751+64.2% | $2,618+9.8% | $2,405+19.5% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,873-100.0% | $170-100.0% |