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 | $48,972 | $56,767-13.7% | $101,794-51.9% | $85,563-42.8% |
| Participation rate | 92.0% | 57.6%+34.4pp | 69.2%+22.8pp | 66.0%+26.1pp |
| Annual return | 12.82% | 17.76%-4.9pp | 30.53%-17.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $4,197 | $1,112+277.4% | $2,289+83.4% | $2,654+58.2% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |