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 | $167,000 | $73,004+128.8% | $90,749+84.0% | $68,494+143.8% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | 41.35% | -13.81%+55.2pp | -12.16%+53.5pp | -7.84%+49.2pp |
| Employer contribution / active EE | $16,867 | $2,193+669.2% | $2,921+477.5% | $2,596+549.7% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |