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 | $45,265 | $96,484-53.1% | $156,263-71.0% | $74,304-39.1% |
| Participation rate | 98.0% | 67.7%+30.3pp | 78.9%+19.1pp | 60.3%+37.6pp |
| Annual return | 27.95% | 17.73%+10.2pp | 59.47%-31.5pp | 29.43%-1.5pp |
| Employer contribution / active EE | $761 | $2,528-69.9% | $4,333-82.4% | $2,241-66.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |