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 | $22,271 | $55,416-59.8% | $75,972-70.7% | $77,643-71.3% |
| Participation rate | 98.6% | 63.6%+35.0pp | 69.1%+29.6pp | 70.6%+28.0pp |
| Annual return | -22.90% | 17.07%-40.0pp | 359.55%-382.4pp | 31.24%-54.1pp |
| Employer contribution / active EE | $9,895 | $1,788+453.5% | $2,685+268.5% | $2,726+263.0% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $414-99.9% | $6,467-100.0% | $430-99.9% |