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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,664 | $2,679,533-99.7% | $164,813-94.7% | $199,593-95.7% |
| Participation rate | 99.2% | 78.3%+20.9pp | 78.6%+20.6pp | 72.0%+27.2pp |
| Annual return | -24.12% | 17.93%-42.0pp | 69.93%-94.0pp | 34.25%-58.4pp |
| Employer contribution / active EE | $2,738 | $2,970-7.8% | $4,341-36.9% | $3,034-9.8% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |