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 9-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.
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $143,222-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 57.6%-57.6pp | 2.8%-2.8pp |
| Annual return | 2.46% | 16.32%-13.9pp | 8.97%-6.5pp | 16.32%-13.9pp |
| Employer contribution / active EE | $4,344 | $17,007-74.5% | $37,026-88.3% | $17,007-74.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,023-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,546-100.0% | $127-100.0% |