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 | $30,250 | $80,731-62.5% | $103,374-70.7% | $74,546-59.4% |
| Participation rate | 97.6% | 65.7%+31.9pp | 74.5%+23.1pp | 67.2%+30.4pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.89%-24.9pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $9,146 | $3,158+189.6% | $3,869+136.4% | $2,624+248.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |