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.
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 | $16,396 | $61,156-73.2% | $185,823-91.2% | $79,386-79.3% |
| Participation rate | 96.9% | 66.6%+30.3pp | 81.7%+15.2pp | 70.7%+26.2pp |
| Annual return | 13.80% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,936 | $2,321-16.6% | $5,167-62.5% | $2,427-20.2% |
| Participant deferral / active EE | $5,574 | $2,789+99.9% | $5,568+0.1% | $4,046+37.8% |
| Admin fee / account holder | $97 | $710-86.4% | $16,237-99.4% | $626-84.6% |