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 10-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 | $1,494 | $41,078-96.4% | $80,569-98.1% | $71,457-97.9% |
| Participation rate | 90.8% | 50.2%+40.5pp | 67.0%+23.8pp | 67.9%+22.8pp |
| Annual return | -99.87% | 38.45%-138.3pp | 935.43%-1035.3pp | 28.85%-128.7pp |
| Employer contribution / active EE | $7,747 | $1,506+414.5% | $2,723+184.4% | $2,588+199.4% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |