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 | $27,305 | $41,078-33.5% | $80,569-66.1% | $71,457-61.8% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | 38.45%-38.5pp | 935.43%-935.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $22,052 | $1,506+1364.7% | $2,723+709.7% | $2,588+752.2% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |