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 | $32,429 | $58,320-44.4% | $86,436-62.5% | $66,914-51.5% |
| Participation rate | 93.7% | 78.6%+15.1pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -30.95% | -9.71%-21.2pp | 4394.89%-4425.8pp | 1.58%-32.5pp |
| Employer contribution / active EE | $3,183 | $2,615+21.7% | $3,769-15.5% | $2,544+25.1% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,731-100.0% | $593-100.0% |