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 | $157,686 | $84,487+86.6% | $125,339+25.8% | $66,914+135.7% |
| Participation rate | 87.4% | 76.4%+11.0pp | 82.4%+5.0pp | 69.8%+17.6pp |
| Annual return | -13.07% | -8.39%-4.7pp | 572.05%-585.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $6,266 | $3,553+76.4% | $4,814+30.2% | $2,544+146.3% |
| Participant deferral / active EE | $4,449 | $6,781-34.4% | $7,446-40.3% | $4,237+5.0% |
| Admin fee / account holder | $1 | $685-99.9% | $10,010-100.0% | $593-99.9% |