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 | $1,766 | $84,556-97.9% | $116,228-98.5% | $74,304-97.6% |
| Participation rate | 99.6% | 66.0%+33.6pp | 74.6%+25.0pp | 60.3%+39.2pp |
| Annual return | -282.49% | 18.35%-300.8pp | 90.06%-372.5pp | 29.43%-311.9pp |
| Employer contribution / active EE | $11,387 | $2,168+425.3% | $2,994+280.3% | $2,241+408.1% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,792-100.0% | $11,989-100.0% | $2,969-100.0% |