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.
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 | $49,516 | $79,013-37.3% | $100,391-50.7% | $74,495-33.5% |
| Participation rate | 93.1% | 79.5%+13.6pp | 81.5%+11.6pp | 67.2%+25.9pp |
| Annual return | -38.74% | 20.41%-59.1pp | 49.20%-87.9pp | 1364.94%-1403.7pp |
| Employer contribution / active EE | $15,126 | $3,021+400.7% | $3,942+283.7% | $2,623+476.7% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,320-100.0% | $7,899-100.0% | $1,942-100.0% |