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 | $11,989 | $45,031-73.4% | $84,966-85.9% | $77,643-84.6% |
| Participation rate | 99.1% | 48.7%+50.4pp | 67.5%+31.6pp | 70.6%+28.5pp |
| Annual return | -85.39% | 79.22%-164.6pp | 66.38%-151.8pp | 31.24%-116.6pp |
| Employer contribution / active EE | $10,844 | $1,609+573.8% | $2,727+297.7% | $2,726+297.8% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $912-99.9% | $6,149-100.0% | $430-99.9% |