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 | $85,253 | $79,171+7.7% | $102,423-16.8% | $74,495+14.4% |
| Participation rate | 82.8% | 74.8%+8.0pp | 76.5%+6.3pp | 67.2%+15.6pp |
| Annual return | 121.40% | 54.93%+66.5pp | 29.32%+92.1pp | 1364.94%-1243.5pp |
| Employer contribution / active EE | $18,876 | $2,362+699.1% | $3,023+524.4% | $2,623+619.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |