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 | $92,224+4.5% | $105,223-8.4% | $79,634+21.0% |
| Participation rate | 99.2% | 69.2%+30.0pp | 75.0%+24.1pp | 62.5%+36.7pp |
| Annual return | 62.99% | 88.65%-25.7pp | 180.65%-117.7pp | 36.46%+26.5pp |
| Employer contribution / active EE | $5,286 | $3,965+33.3% | $3,689+43.3% | $2,529+109.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |