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 9-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.
See 1 actuary disclosure. $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 | $0 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | 0.24% | -0.69%+0.9pp | -0.33%+0.6pp | -0.69%+0.9pp |
| Employer contribution / active EE | $5,925 | $16,786-64.7% | $25,782-77.0% | $16,786-64.7% |
| Participant deferral / active EE | $0 | $525-100.0% | $928-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |