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 | $2,597 | $81,357-96.8% | $75,972-96.6% | $199,593-98.7% |
| Participation rate | 97.9% | 69.9%+28.0pp | 69.1%+28.9pp | 72.0%+25.9pp |
| Annual return | -43.45% | 16.32%-59.8pp | 359.55%-403.0pp | 34.25%-77.7pp |
| Employer contribution / active EE | $936 | $3,341-72.0% | $2,685-65.1% | $3,034-69.2% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,467-100.0% | $269-100.0% |