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 | $15,360 | $86,944-82.3% | $107,525-85.7% | $74,304-79.3% |
| Participation rate | 99.5% | 59.6%+39.9pp | 75.1%+24.4pp | 60.3%+39.1pp |
| Annual return | -46.80% | 23.52%-70.3pp | 181.32%-228.1pp | 29.43%-76.2pp |
| Employer contribution / active EE | $10,744 | $2,757+289.7% | $3,754+186.2% | $2,241+379.4% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |