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 | $34,169 | $54,590-37.4% | $81,930-58.3% | $73,488-53.5% |
| Participation rate | 98.0% | 68.3%+29.7pp | 72.0%+26.0pp | 70.7%+27.3pp |
| Annual return | -5.96% | 17.74%-23.7pp | 29.49%-35.4pp | 28.51%-34.5pp |
| Employer contribution / active EE | $5,803 | $1,636+254.7% | $4,310+34.6% | $2,270+155.6% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |