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 | $46,117 | $32,117+43.6% | $71,086-35.1% | $64,186-28.2% |
| Participation rate | 71.6% | 42.7%+28.9pp | 54.7%+16.9pp | 69.6%+2.0pp |
| Annual return | -4.20% | -5.57%+1.4pp | 650.59%-654.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,186 | $712+66.6% | $1,088+9.1% | $2,381-50.2% |
| Participant deferral / active EE | $2,247 | $1,263+77.9% | $1,874+19.9% | $3,470-35.2% |
| Admin fee / account holder | $74 | $2,759-97.3% | $3,082-97.6% | $4,888-98.5% |