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 8-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 | $103,263 | $89,652+15.2% | $141,162-26.8% | $65,185+58.4% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.5%+13.6pp | 70.2%+25.9pp |
| Annual return | 47.95% | 32.79%+15.2pp | 71.39%-23.4pp | 29.38%+18.6pp |
| Employer contribution / active EE | $6,507 | $3,065+112.3% | $4,735+37.4% | $2,177+198.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |