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 | $45,105 | $82,978-45.6% | $129,995-65.3% | $71,457-36.9% |
| Participation rate | 98.1% | 74.1%+24.1pp | 78.5%+19.7pp | 67.9%+30.2pp |
| Annual return | 39.11% | 20.60%+18.5pp | -137.18%+176.3pp | 28.85%+10.3pp |
| Employer contribution / active EE | $1,389 | $2,622-47.0% | $4,320-67.8% | $2,588-46.3% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |