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 | $40,334 | $46,423-13.1% | $75,886-46.8% | $67,579-40.3% |
| Participation rate | 99.3% | 63.1%+36.3pp | 69.3%+30.1pp | 71.3%+28.1pp |
| Annual return | 26.01% | 32.29%-6.3pp | 30.76%-4.7pp | 378.56%-352.5pp |
| Employer contribution / active EE | $1,618 | $1,406+15.0% | $2,500-35.3% | $2,148-24.7% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $132-99.6% | $5,418-100.0% | $142-99.6% |