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 | $44,781 | $80,724-44.5% | $103,333-56.7% | $74,495-39.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 188.96% | 27.56%+161.4pp | 24.88%+164.1pp | 1364.94%-1176.0pp |
| Employer contribution / active EE | $7,196 | $3,157+127.9% | $3,868+86.0% | $2,623+174.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $2,368-99.8% | $8,355-99.9% | $1,942-99.7% |