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.
See the 10-year trajectory. $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 | $477 | $43,133-98.9% | $89,391-99.5% | $73,488-99.4% |
| Participation rate | 98.4% | 55.0%+43.4pp | 68.0%+30.4pp | 70.7%+27.7pp |
| Annual return | -128.97% | 135.66%-264.6pp | 245.62%-374.6pp | 28.51%-157.5pp |
| Employer contribution / active EE | $2,250 | $1,438+56.5% | $2,586-13.0% | $2,270-0.9% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |