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 10-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 | $62,267 | $50,956+22.2% | $96,562-35.5% | $86,799-28.3% |
| Participation rate | 99.6% | 65.2%+34.4pp | 69.8%+29.8pp | 72.3%+27.3pp |
| Annual return | 63.03% | 21.27%+41.8pp | 37.78%+25.2pp | 97.91%-34.9pp |
| Employer contribution / active EE | $4,575 | $1,111+311.9% | $2,356+94.2% | $2,405+90.2% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $166-99.5% | $6,181-100.0% | $170-99.5% |