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 | $58,396 | $58,347+0.1% | $85,682-31.8% | $86,799-32.7% |
| Participation rate | 99.3% | 64.9%+34.3pp | 69.9%+29.4pp | 72.3%+27.0pp |
| Annual return | 48.26% | 18.43%+29.8pp | 21.49%+26.8pp | 97.91%-49.6pp |
| Employer contribution / active EE | $2,054 | $1,751+17.3% | $2,618-21.5% | $2,405-14.6% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $147-99.9% | $6,873-100.0% | $170-100.0% |