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.
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 | $4,115 | $40,385-89.8% | $80,569-94.9% | $74,419-94.5% |
| Participation rate | 76.7% | 47.4%+29.2pp | 67.0%+9.7pp | 70.7%+5.9pp |
| Annual return | 0.00% | 164.85%-164.9pp | 935.43%-935.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $2,134 | $1,496+42.6% | $2,723-21.7% | $2,637-19.1% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $720-99.9% | $5,377-100.0% | $348-99.7% |