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 | $124,561 | $99,078+25.7% | $96,544+29.0% | $74,419+67.4% |
| Participation rate | 98.1% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.4pp |
| Annual return | 20.84% | 22.48%-1.6pp | 25.84%-5.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $4,372 | $2,570+70.1% | $2,965+47.5% | $2,637+65.8% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |