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 | $59,923 | $60,989-1.7% | $60,874-1.6% | $66,914-10.4% |
| Participation rate | 89.6% | 74.5%+15.1pp | 73.1%+16.5pp | 69.8%+19.8pp |
| Annual return | -11.00% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $5,708 | $2,661+114.5% | $2,701+111.3% | $2,544+124.3% |
| Participant deferral / active EE | $7,322 | $3,615+102.6% | $3,817+91.8% | $4,237+72.8% |
| Admin fee / account holder | $2 | $338-99.3% | $3,224-99.9% | $593-99.6% |