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 | $17,401 | $46,732-62.8% | $156,549-88.9% | $55,167-68.5% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.3pp | 69.0%+30.4pp |
| Annual return | 10.57% | 17.72%-7.1pp | 32.23%-21.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,262 | $2,105-40.0% | $5,501-77.1% | $1,963-35.7% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |