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 | $74,547 | $67,984+9.7% | $65,493+13.8% | $74,304+0.3% |
| Participation rate | 87.4% | 66.3%+21.1pp | 73.1%+14.3pp | 60.3%+27.0pp |
| Annual return | 1.94% | 19.87%-17.9pp | 982.45%-980.5pp | 29.43%-27.5pp |
| Employer contribution / active EE | $9,320 | $2,491+274.1% | $2,574+262.1% | $2,241+315.9% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1 | $1,373-99.9% | $5,028-100.0% | $2,969-100.0% |