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 | $19,579 | $75,828-74.2% | $147,614-86.7% | $59,632-67.2% |
| Participation rate | 97.7% | 71.6%+26.1pp | 84.6%+13.1pp | 68.7%+29.0pp |
| Annual return | -1.97% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $3,231 | $3,485-7.3% | $5,564-41.9% | $2,203+46.7% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |