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 | $93,111 | $81,208+14.7% | $98,907-5.9% | $79,858+16.6% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.9pp | 69.6%+13.3pp |
| Annual return | 118.98% | 60.99%+58.0pp | 196.43%-77.4pp | 31.71%+87.3pp |
| Employer contribution / active EE | $7,132 | $1,960+263.9% | $2,689+165.2% | $2,471+188.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |