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 | $102,910 | $55,932+84.0% | $76,735+34.1% | $67,986+51.4% |
| Participation rate | 94.6% | 50.8%+43.8pp | 69.5%+25.1pp | 57.2%+37.4pp |
| Annual return | 11.26% | 23.10%-11.8pp | 29.77%-18.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $761 | $1,487-48.8% | $2,454-69.0% | $2,019-62.3% |
| Participant deferral / active EE | $6,783 | $2,558+165.1% | $4,088+65.9% | $3,358+102.0% |
| Admin fee / account holder | $16 | $4,907-99.7% | $7,189-99.8% | $3,203-99.5% |