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 | $57,506 | $74,706-23.0% | $75,696-24.0% | $79,386-27.6% |
| Participation rate | 99.2% | 75.3%+23.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 5.14% | 18.52%-13.4pp | 104.53%-99.4pp | 116.85%-111.7pp |
| Employer contribution / active EE | $8,136 | $2,590+214.1% | $2,743+196.6% | $2,427+235.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $374-99.8% | $3,619-100.0% | $626-99.9% |