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 | $224,575 | $91,538+145.3% | $129,995+72.8% | $75,163+198.8% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.5%+20.5pp | 67.2%+31.7pp |
| Annual return | 17.61% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $20,213 | $2,845+610.4% | $4,320+367.9% | $2,670+657.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |