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 | $30,144 | $70,002-56.9% | $115,037-73.8% | $52,331-42.4% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.5pp | 68.1%+29.7pp |
| Annual return | 3.49% | 4.04%-0.6pp | 26.14%-22.7pp | 4.54%-1.1pp |
| Employer contribution / active EE | $1,630 | $2,715-39.9% | $4,608-64.6% | $1,882-13.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |