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 | $230,780 | $101,317+127.8% | $146,958+57.0% | $74,495+209.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -22.24% | 8730.91%-8753.2pp | 418.34%-440.6pp | 1364.94%-1387.2pp |
| Employer contribution / active EE | $12,518 | $3,810+228.5% | $4,933+153.8% | $2,623+377.2% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $161 | $1,739-90.8% | $12,998-98.8% | $1,942-91.7% |