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 7-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 | $44,305 | $52,953-16.3% | $172,739-74.4% | $65,185-32.0% |
| Participation rate | 99.1% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 7.84% | 30.12%-22.3pp | 802.84%-795.0pp | 29.38%-21.5pp |
| Employer contribution / active EE | $4,839 | $2,190+121.0% | $5,143-5.9% | $2,177+122.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-99.9% | $13,954-100.0% | $847-100.0% |