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 | $49,461 | $65,061-24.0% | $143,757-65.6% | $66,914-26.1% |
| Participation rate | 97.1% | 65.2%+32.0pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -10.01% | -11.14%+1.1pp | -0.04%-10.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $5,524 | $2,361+134.0% | $4,951+11.6% | $2,544+117.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $502-99.8% | $14,673-100.0% | $593-99.8% |