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 | $50,428 | $145,877-65.4% | $150,045-66.4% | $102,872-51.0% |
| Participation rate | 97.1% | 79.8%+17.3pp | 82.3%+14.8pp | 73.0%+24.1pp |
| Annual return | 13.05% | 21.37%-8.3pp | 62.55%-49.5pp | 19.06%-6.0pp |
| Employer contribution / active EE | $5,234 | $4,710+11.1% | $4,693+11.5% | $3,526+48.4% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $176-100.0% | $13,435-100.0% | $292-100.0% |