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 | $31,957 | $74,462-57.1% | $81,983-61.0% | $90,288-64.6% |
| Participation rate | 95.6% | 69.7%+26.0pp | 69.2%+26.4pp | 73.4%+22.3pp |
| Annual return | 20.33% | 17.56%+2.8pp | 41.31%-21.0pp | 53.97%-33.6pp |
| Employer contribution / active EE | $1,118 | $2,334-52.1% | $2,498-55.3% | $2,524-55.7% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $2 | $98-98.4% | $5,664-100.0% | $114-98.6% |