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 9-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.
Employer contribution per participant 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 | $36,116 | $99,985-63.9% | $146,665-75.4% | $85,850-57.9% |
| Participation rate | 89.5% | 73.1%+16.4pp | 80.1%+9.4pp | 69.3%+20.2pp |
| Annual return | 24.22% | 18.93%+5.3pp | 22.74%+1.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $360 | $4,006-91.0% | $5,506-93.5% | $3,952-90.9% |
| Admin fee / account holder | $19 | $7,702-99.7% | $10,280-99.8% | $6,260-99.7% |