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 | $59,417-29.4% | $93,606-55.2% | $74,495-43.7% |
| Participation rate | 98.4% | 59.7%+38.7pp | 68.7%+29.7pp | 67.2%+31.2pp |
| Annual return | 23.16% | 81.83%-58.7pp | 133.20%-110.0pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |