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 | $80,319 | $89,739-10.5% | $149,718-46.4% | $62,292+28.9% |
| Participation rate | 91.9% | 85.1%+6.8pp | 87.1%+4.8pp | 69.5%+22.4pp |
| Annual return | 5.12% | 21.01%-15.9pp | 1501.63%-1496.5pp | 28.90%-23.8pp |
| Employer contribution / active EE | $2,532 | $3,233-21.7% | $5,445-53.5% | $2,042+24.0% |
| Participant deferral / active EE | $5,161 | $4,797+7.6% | $6,569-21.4% | $3,169+62.9% |
| Admin fee / account holder | $57 | $551-89.7% | $11,283-99.5% | $479-88.2% |