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 7-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 | $98,545 | $58,726+67.8% | $92,233+6.8% | $62,292+58.2% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 55.51% | 43.62%+11.9pp | 176.28%-120.8pp | 28.90%+26.6pp |
| Employer contribution / active EE | $4,434 | $2,392+85.4% | $3,679+20.5% | $2,042+117.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |