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 | $137,055 | $101,317+35.3% | $146,958-6.7% | $74,495+84.0% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 22.45% | 8730.91%-8708.5pp | 418.34%-395.9pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $12,571 | $3,810+229.9% | $4,933+154.8% | $2,623+379.3% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |