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 | $56,795 | $94,876-40.1% | $82,389-31.1% | $102,872-44.8% |
| Participation rate | 99.6% | 70.6%+29.0pp | 69.5%+30.0pp | 73.0%+26.6pp |
| Annual return | 16.30% | 17.83%-1.5pp | 28.67%-12.4pp | 19.06%-2.8pp |
| Employer contribution / active EE | $2,442 | $3,789-35.6% | $2,517-3.0% | $3,526-30.8% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $214-99.8% | $7,231-100.0% | $292-99.9% |