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 8-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 | $104,902 | $72,137+45.4% | $142,449-26.4% | $71,457+46.8% |
| Participation rate | 94.2% | 71.7%+22.5pp | 76.8%+17.4pp | 67.9%+26.3pp |
| Annual return | 32.83% | 21.15%+11.7pp | 19.99%+12.8pp | 28.85%+4.0pp |
| Employer contribution / active EE | $1,270 | $3,793-66.5% | $4,847-73.8% | $2,588-50.9% |
| Participant deferral / active EE | $0 | $5,280-100.0% | $6,283-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,433-100.0% | $10,011-100.0% | $1,587-100.0% |