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 | $4,408 | $76,050-94.2% | $96,544-95.4% | $71,457-93.8% |
| Participation rate | 96.5% | 74.4%+22.1pp | 76.0%+20.5pp | 67.9%+28.5pp |
| Annual return | -121.99% | 22.81%-144.8pp | 25.84%-147.8pp | 28.85%-150.8pp |
| Employer contribution / active EE | $10,931 | $2,244+387.1% | $2,965+268.7% | $2,588+322.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |