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 | $53,750 | $61,156-12.1% | $185,823-71.1% | $79,386-32.3% |
| Participation rate | 99.0% | 66.6%+32.4pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 1.73% | 19.45%-17.7pp | 122.05%-120.3pp | 116.85%-115.1pp |
| Employer contribution / active EE | $7,843 | $2,321+238.0% | $5,167+51.8% | $2,427+223.1% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $16 | $710-97.7% | $16,237-99.9% | $626-97.4% |