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 | $3,078 | $45,031-93.2% | $84,966-96.4% | $77,643-96.0% |
| Participation rate | 85.8% | 48.7%+37.1pp | 67.5%+18.3pp | 70.6%+15.2pp |
| Annual return | -74.37% | 79.22%-153.6pp | 66.38%-140.8pp | 31.24%-105.6pp |
| Employer contribution / active EE | $2,164 | $1,609+34.5% | $2,727-20.7% | $2,726-20.6% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-99.9% |