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 | $43,397 | $105,181-58.7% | $159,436-72.8% | $85,850-49.5% |
| Participation rate | 70.1% | 75.8%-5.7pp | 82.8%-12.7pp | 69.3%+0.8pp |
| Annual return | 16.01% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,462 | $3,318-55.9% | $4,829-69.7% | $2,565-43.0% |
| Participant deferral / active EE | $5,875 | $5,945-1.2% | $7,352-20.1% | $3,952+48.7% |
| Admin fee / account holder | $17 | $6,933-99.8% | $10,799-99.8% | $6,260-99.7% |