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 | $10,241 | $101,317-89.9% | $146,958-93.0% | $74,495-86.3% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | -76.66% | 8730.91%-8807.6pp | 418.34%-495.0pp | 1364.94%-1441.6pp |
| Employer contribution / active EE | $5,859 | $3,810+53.8% | $4,933+18.8% | $2,623+123.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |