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 | $141,436 | $44,642+216.8% | $91,220+55.0% | $66,914+111.4% |
| Participation rate | 99.0% | 64.9%+34.1pp | 73.2%+25.8pp | 69.8%+29.2pp |
| Annual return | 20.13% | -12.29%+32.4pp | 114.01%-93.9pp | 1.58%+18.6pp |
| Employer contribution / active EE | $4,057 | $1,706+137.8% | $2,850+42.4% | $2,544+59.5% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,420-100.0% | $593-100.0% |