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 | $214,486 | $64,119+234.5% | $112,228+91.1% | $66,914+220.5% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.1%+22.2pp | 69.8%+27.4pp |
| Annual return | 18.31% | -13.81%+32.1pp | 27.45%-9.1pp | 1.58%+16.7pp |
| Employer contribution / active EE | $13,929 | $3,005+363.5% | $3,635+283.2% | $2,544+447.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |