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 | $101,499+35.0% | $147,005-6.8% | $74,546+83.9% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.6pp |
| Annual return | 22.45% | 8732.34%-8709.9pp | 418.76%-396.3pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $12,571 | $3,811+229.9% | $4,934+154.8% | $2,624+379.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |