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 | $77,678 | $75,183+3.3% | $123,892-37.3% | $55,167+40.8% |
| Participation rate | 88.2% | 72.8%+15.4pp | 81.4%+6.8pp | 69.0%+19.2pp |
| Annual return | 8.63% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,025 | $2,823-28.3% | $4,617-56.1% | $1,963+3.2% |
| Participant deferral / active EE | $5,104 | $5,084+0.4% | $5,984-14.7% | $3,054+67.1% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |