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 | $36,309 | $84,487-57.0% | $125,339-71.0% | $66,914-45.7% |
| Participation rate | 74.3% | 76.4%-2.1pp | 82.4%-8.1pp | 69.8%+4.5pp |
| Annual return | -19.47% | -8.39%-11.1pp | 572.05%-591.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,643 | $3,553-53.7% | $4,814-65.9% | $2,544-35.4% |
| Participant deferral / active EE | $6,388 | $6,781-5.8% | $7,446-14.2% | $4,237+50.8% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-98.9% |