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 | $101,906 | $88,890+14.6% | $102,423-0.5% | $77,643+31.2% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 516.55% | 24.98%+491.6pp | 29.32%+487.2pp | 31.24%+485.3pp |
| Employer contribution / active EE | $26,843 | $2,698+895.1% | $3,023+787.9% | $2,726+884.8% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |