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 9-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 | $198,283 | $56,503+250.9% | $70,092+182.9% | $64,808+206.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | 8.40% | -13.44%+21.8pp | 190.73%-182.3pp | 32.82%-24.4pp |
| Employer contribution / active EE | $6,886 | $2,046+236.5% | $2,559+169.1% | $2,506+174.8% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $208 | $160+29.5% | $6,267-96.7% | $188+10.6% |