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 | $96,108 | $54,701+75.7% | $86,188+11.5% | $71,457+34.5% |
| Participation rate | 99.3% | 60.1%+39.2pp | 69.0%+30.3pp | 67.9%+31.4pp |
| Annual return | 1.12% | 20.06%-18.9pp | 1168.45%-1167.3pp | 28.85%-27.7pp |
| Employer contribution / active EE | $15,406 | $1,265+1117.8% | $2,380+547.3% | $2,588+495.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |