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 | $41,635 | $80,005-48.0% | $140,016-70.3% | $55,725-25.3% |
| Participation rate | 81.5% | 87.0%-5.5pp | 87.5%-6.0pp | 70.9%+10.6pp |
| Annual return | -10.61% | 0.46%-11.1pp | 651.12%-661.7pp | 244.93%-255.5pp |
| Employer contribution / active EE | $3,094 | $3,403-9.1% | $5,606-44.8% | $2,078+48.9% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-99.9% | $10,705-100.0% | $115-99.9% |