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 | $30,237 | $69,763-56.7% | $67,502-55.2% | $74,495-59.4% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 12.09% | -40.34%+52.4pp | 3512.12%-3500.0pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,268 | $2,704-53.1% | $2,731-53.6% | $2,623-51.7% |
| Participant deferral / active EE | $2,022 | $3,636-44.4% | $4,000-49.4% | $4,346-53.5% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |