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 | $18,534 | $80,731-77.0% | $103,374-82.1% | $74,546-75.1% |
| Participation rate | 83.5% | 65.7%+17.9pp | 74.5%+9.0pp | 67.2%+16.3pp |
| Annual return | -155.52% | 27.56%-183.1pp | 24.89%-180.4pp | 1366.03%-1521.6pp |
| Employer contribution / active EE | $20,055 | $3,158+535.1% | $3,869+418.3% | $2,624+664.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |