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 | $109,146 | $82,917+31.6% | $103,333+5.6% | $77,643+40.6% |
| Participation rate | 91.1% | 71.6%+19.5pp | 74.5%+16.6pp | 70.6%+20.5pp |
| Annual return | 72.72% | 19.13%+53.6pp | 24.88%+47.8pp | 31.24%+41.5pp |
| Employer contribution / active EE | $9,305 | $3,552+162.0% | $3,868+140.6% | $2,726+241.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |