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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,241 | $70,908-15.0% | $98,907-39.1% | $73,488-18.0% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.5pp | 70.7%+28.8pp |
| Annual return | 5.00% | 34.17%-29.2pp | 196.43%-191.4pp | 28.51%-23.5pp |
| Employer contribution / active EE | $7,754 | $2,036+280.8% | $2,689+188.4% | $2,270+241.6% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |