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 | $39,747 | $52,953-24.9% | $172,739-77.0% | $65,185-39.0% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+14.0pp | 70.2%+26.4pp |
| Annual return | -2.20% | 30.12%-32.3pp | 802.84%-805.0pp | 29.38%-31.6pp |
| Employer contribution / active EE | $5,294 | $2,190+141.8% | $5,143+2.9% | $2,177+143.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $472-99.4% | $13,954-100.0% | $847-99.6% |