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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $55,415-66.8% | $155,509-88.2% | $74,495-75.3% |
| Participation rate | 89.8% | 61.9%+27.9pp | 78.2%+11.6pp | 67.2%+22.6pp |
| Annual return | 37.66% | 268.50%-230.8pp | 64.67%-27.0pp | 1364.94%-1327.3pp |
| Employer contribution / active EE | $12,964 | $2,267+471.8% | $4,672+177.5% | $2,623+394.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |