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 | $862 | $96,486-99.1% | $153,485-99.4% | $77,643-98.9% |
| Participation rate | 99.6% | 81.6%+18.0pp | 77.1%+22.6pp | 70.6%+29.1pp |
| Annual return | -278.47% | 14.44%-292.9pp | 15.65%-294.1pp | 31.24%-309.7pp |
| Employer contribution / active EE | $25,275 | $5,224+383.8% | $5,039+401.6% | $2,726+827.2% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,757-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $182-99.8% | $12,724-100.0% | $430-99.9% |