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.
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 | $140,602 | $91,407+53.8% | $135,903+3.5% | $71,457+96.8% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.8pp | 67.9%+24.8pp |
| Annual return | 29.73% | 29.90%-0.2pp | 68.23%-38.5pp | 28.85%+0.9pp |
| Employer contribution / active EE | $12,319 | $3,703+232.6% | $4,856+153.7% | $2,588+376.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |