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 | $67,119 | $46,553+44.2% | $64,056+4.8% | $75,163-10.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 5.30% | 26.03%-20.7pp | 33.69%-28.4pp | 160.62%-155.3pp |
| Employer contribution / active EE | $10,000 | $1,974+406.6% | $2,747+264.1% | $2,670+274.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |