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 5-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 | $81,415 | $104,475-22.1% | $159,436-48.9% | $79,386+2.6% |
| Participation rate | 97.3% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.6pp |
| Annual return | 9.76% | 67.95%-58.2pp | 263.57%-253.8pp | 116.85%-107.1pp |
| Employer contribution / active EE | $23,913 | $3,417+599.9% | $4,829+395.2% | $2,427+885.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |