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 | $38,774 | $92,971-58.3% | $96,683-59.9% | $74,419-47.9% |
| Participation rate | 73.8% | 71.5%+2.2pp | 74.3%-0.6pp | 70.7%+3.1pp |
| Annual return | 51.48% | 37.49%+14.0pp | 35.69%+15.8pp | 34.38%+17.1pp |
| Employer contribution / active EE | $13,788 | $3,426+302.5% | $3,737+269.0% | $2,637+422.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |