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 6-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 | $930 | $77,660-98.8% | $109,143-99.1% | $79,386-98.8% |
| Participation rate | 98.3% | 67.8%+30.5pp | 75.9%+22.4pp | 70.7%+27.6pp |
| Annual return | -151.69% | 23.44%-175.1pp | 25.75%-177.4pp | 116.85%-268.5pp |
| Employer contribution / active EE | $20,531 | $2,797+633.9% | $3,722+451.6% | $2,427+745.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |