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 | $36,283 | $43,504-16.6% | $68,793-47.3% | $56,287-35.5% |
| Participation rate | 99.4% | 67.8%+31.5pp | 72.2%+27.1pp | 69.9%+29.5pp |
| Annual return | 92.91% | -3.15%+96.1pp | -4.63%+97.5pp | -9.96%+102.9pp |
| Employer contribution / active EE | $3,056 | $1,525+100.3% | $2,625+16.4% | $2,111+44.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |