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 | $180,489 | $92,971+94.1% | $96,683+86.7% | $74,419+142.5% |
| Participation rate | 99.5% | 71.5%+27.9pp | 74.3%+25.1pp | 70.7%+28.8pp |
| Annual return | 49.49% | 37.49%+12.0pp | 35.69%+13.8pp | 34.38%+15.1pp |
| Employer contribution / active EE | $11,213 | $3,426+227.3% | $3,737+200.1% | $2,637+325.2% |
| 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% |