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 | $80,724-77.0% | $103,333-82.1% | $74,495-75.1% |
| Participation rate | 83.5% | 65.7%+17.8pp | 74.5%+9.0pp | 67.2%+16.3pp |
| Annual return | -155.52% | 27.56%-183.1pp | 24.88%-180.4pp | 1364.94%-1520.5pp |
| Employer contribution / active EE | $20,055 | $3,157+535.2% | $3,868+418.5% | $2,623+664.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |