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 | $98,485 | $142,480-30.9% | $145,433-32.3% | $142,480-30.9% |
| Participation rate | 79.1% | 76.2%+2.8pp | 82.1%-3.1pp | 76.2%+2.8pp |
| Annual return | 13.48% | 16.32%-2.8pp | 66.58%-53.1pp | 16.32%-2.8pp |
| Employer contribution / active EE | $9,472 | $3,867+144.9% | $4,554+108.0% | $3,867+144.9% |
| Participant deferral / active EE | $0 | $6,807-100.0% | $7,897-100.0% | $6,807-100.0% |
| Admin fee / account holder | $0 | $307-100.0% | $13,129-100.0% | $307-100.0% |