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 | $59,097+74.1% | $82,389+24.9% | $74,304+38.5% |
| Participation rate | 94.6% | 52.8%+41.8pp | 69.5%+25.0pp | 60.3%+34.2pp |
| Annual return | 11.26% | 22.85%-11.6pp | 28.67%-17.4pp | 29.43%-18.2pp |
| Employer contribution / active EE | $761 | $1,601-52.4% | $2,517-69.8% | $2,241-66.0% |
| Participant deferral / active EE | $6,783 | $2,775+144.4% | $4,155+63.3% | $3,767+80.0% |
| Admin fee / account holder | $16 | $4,489-99.6% | $7,231-99.8% | $2,969-99.5% |