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 | $89,957 | $72,770+23.6% | $67,652+33.0% | $55,191+63.0% |
| Participation rate | 98.8% | 78.8%+20.0pp | 75.7%+23.2pp | 69.2%+29.7pp |
| Annual return | 32.12% | -3.26%+35.4pp | 6625.04%-6592.9pp | 10.78%+21.3pp |
| Employer contribution / active EE | $2,532 | $1,769+43.1% | $2,266+11.8% | $1,899+33.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |