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 | $78,818 | $122,186-35.5% | $146,958-46.4% | $199,593-60.5% |
| Participation rate | 99.8% | 78.3%+21.5pp | 82.2%+17.7pp | 72.0%+27.9pp |
| Annual return | -38.82% | 30.56%-69.4pp | 418.34%-457.2pp | 34.25%-73.1pp |
| Employer contribution / active EE | $6,766 | $4,093+65.3% | $4,933+37.2% | $3,034+123.0% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |