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 | $59,503 | $60,989-2.4% | $60,874-2.3% | $66,914-11.1% |
| Participation rate | 96.2% | 74.5%+21.7pp | 73.1%+23.1pp | 69.8%+26.4pp |
| Annual return | 3.73% | -9.60%+13.3pp | 16.90%-13.2pp | 1.58%+2.1pp |
| Employer contribution / active EE | $9,143 | $2,661+243.6% | $2,701+238.4% | $2,544+259.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $3,224-100.0% | $593-99.9% |