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 | $41,959 | $59,402-29.4% | $93,654-55.2% | $74,546-43.7% |
| Participation rate | 98.4% | 59.7%+38.7pp | 68.7%+29.7pp | 67.2%+31.2pp |
| Annual return | 23.16% | 81.86%-58.7pp | 133.34%-110.2pp | 1366.03%-1342.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |