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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,843 | $100,923+3.9% | $150,045-30.1% | $74,304+41.1% |
| Participation rate | 99.2% | 70.1%+29.1pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | -2.51% | 51.77%-54.3pp | 62.55%-65.1pp | 29.43%-31.9pp |
| Employer contribution / active EE | $2,816 | $3,463-18.7% | $4,693-40.0% | $2,241+25.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |