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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,902 | $59,417+93.4% | $93,606+22.8% | $74,495+54.2% |
| Participation rate | 97.8% | 59.7%+38.1pp | 68.7%+29.1pp | 67.2%+30.6pp |
| Annual return | 9.48% | 81.83%-72.4pp | 133.20%-123.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $10,497 | $1,264+730.7% | $2,420+333.8% | $2,623+300.2% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $13 | $3,021-99.6% | $8,285-99.8% | $1,942-99.3% |