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 | $22,859 | $46,297-50.6% | $71,671-68.1% | $62,292-63.3% |
| Participation rate | 95.0% | 60.6%+34.4pp | 68.7%+26.3pp | 69.5%+25.5pp |
| Annual return | 5.19% | 22.32%-17.1pp | 20.65%-15.5pp | 28.90%-23.7pp |
| Employer contribution / active EE | $1,096 | $1,412-22.4% | $2,460-55.5% | $2,042-46.3% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $461-99.3% | $5,558-99.9% | $479-99.4% |