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.
See the 4-year trajectory. $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 | $1,928 | $85,713-97.8% | $86,677-97.8% | - |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | - |
| Annual return | -213.16% | -20.12%-193.0pp | 35.91%-249.1pp | - |
| Employer contribution / active EE | $5,316 | $1,789+197.2% | $2,836+87.4% | - |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,656-100.0% | - |
| Admin fee / account holder | $0 | $28,935-100.0% | $7,493-100.0% | - |