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 | $29,814 | $55,449-46.2% | $83,848-64.4% | $56,287-47.0% |
| Participation rate | 98.7% | 68.0%+30.6pp | 76.1%+22.5pp | 69.9%+28.8pp |
| Annual return | 18.47% | -1.38%+19.9pp | 850.88%-832.4pp | -9.96%+28.4pp |
| Employer contribution / active EE | $2,789 | $2,430+14.7% | $3,631-23.2% | $2,111+32.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |