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 4-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 | $38,415 | $73,638-47.8% | $108,410-64.6% | $79,386-51.6% |
| Participation rate | 97.7% | 77.4%+20.3pp | 80.1%+17.6pp | 70.7%+27.0pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.27%-905.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $10,536 | $2,397+339.6% | $3,558+196.1% | $2,427+334.0% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,295-100.0% | $626-100.0% |