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 7-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 | $163 | $93,571-99.8% | $135,903-99.9% | $75,163-99.8% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | -3052.49% | 30.90%-3083.4pp | 68.23%-3120.7pp | 160.62%-3213.1pp |
| Employer contribution / active EE | $21,949 | $3,537+520.6% | $4,856+352.0% | $2,670+722.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |