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 | $76,498 | $59,186+29.2% | $76,768-0.4% | $56,287+35.9% |
| Participation rate | 99.2% | 75.2%+24.0pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | 14.09% | 6.62%+7.5pp | 2.43%+11.7pp | -9.96%+24.0pp |
| Employer contribution / active EE | $1,516 | $1,759-13.8% | $2,485-39.0% | $2,111-28.2% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |