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 | $128,319 | $101,499+26.4% | $147,005-12.7% | $74,546+72.1% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 285.01% | 8732.34%-8447.3pp | 418.76%-133.8pp | 1366.03%-1081.0pp |
| Employer contribution / active EE | $8,367 | $3,811+119.5% | $4,934+69.6% | $2,624+218.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |