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.
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 | $28,318 | $64,839-56.3% | $95,585-70.4% | $84,808-66.6% |
| Participation rate | 97.8% | 63.8%+34.0pp | 72.1%+25.7pp | 68.3%+29.5pp |
| Annual return | 10.74% | -670.96%+681.7pp | 38.56%-27.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,825 | $1,759+3.8% | $2,527-27.8% | $2,631-30.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $272 | $5,964-95.4% | $6,127-95.6% | $7,344-96.3% |