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 | $23,011 | $92,971-75.2% | $96,683-76.2% | $74,419-69.1% |
| Participation rate | 95.7% | 71.5%+24.1pp | 74.3%+21.3pp | 70.7%+24.9pp |
| Annual return | -37.70% | 37.49%-75.2pp | 35.69%-73.4pp | 34.38%-72.1pp |
| Employer contribution / active EE | $11,522 | $3,426+236.3% | $3,737+208.3% | $2,637+336.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |