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 | $183,840 | $79,944+130.0% | $98,439+86.8% | $75,163+144.6% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.2%+23.6pp | 67.2%+31.6pp |
| Annual return | 6.79% | 19.75%-13.0pp | 21.16%-14.4pp | 160.62%-153.8pp |
| Employer contribution / active EE | $17,169 | $2,264+658.4% | $3,048+463.3% | $2,670+543.1% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |