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 | $96,354 | $95,880+0.5% | $107,525-10.4% | $85,563+12.6% |
| Participation rate | 99.2% | 70.1%+29.0pp | 75.1%+24.1pp | 66.0%+33.2pp |
| Annual return | 62.99% | 68.06%-5.1pp | 181.32%-118.3pp | 31.51%+31.5pp |
| Employer contribution / active EE | $5,286 | $3,812+38.7% | $3,754+40.8% | $2,654+99.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |