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 | $124,277 | $63,905+94.5% | $74,183+67.5% | $57,658+115.5% |
| Participation rate | 96.5% | 79.8%+16.7pp | 76.6%+19.9pp | 70.2%+26.3pp |
| Annual return | 11.03% | 60.60%-49.6pp | 17.74%-6.7pp | 5.13%+5.9pp |
| Employer contribution / active EE | $6,860 | $1,840+272.7% | $2,370+189.5% | $1,974+247.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |