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 | $42,240 | $92,971-54.6% | $96,683-56.3% | $74,419-43.2% |
| Participation rate | 98.9% | 71.5%+27.4pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 93.52% | 37.49%+56.0pp | 35.69%+57.8pp | 34.38%+59.1pp |
| Employer contribution / active EE | $11,176 | $3,426+226.3% | $3,737+199.1% | $2,637+323.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $5 | $633-99.3% | $6,730-99.9% | $348-98.7% |