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 | $141,364 | $64,707+118.5% | $112,228+26.0% | $68,494+106.4% |
| Participation rate | 98.4% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.5pp |
| Annual return | -3.56% | -11.40%+7.8pp | 27.45%-31.0pp | -7.84%+4.3pp |
| Employer contribution / active EE | $15,873 | $2,746+478.1% | $3,635+336.7% | $2,596+511.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |