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 | $59,160 | $82,202-28.0% | $125,339-52.8% | $64,808-8.7% |
| Participation rate | 92.9% | 77.9%+15.1pp | 82.4%+10.6pp | 71.5%+21.5pp |
| Annual return | 4.35% | 3.48%+0.9pp | 572.05%-567.7pp | 32.82%-28.5pp |
| Employer contribution / active EE | $6,560 | $3,615+81.4% | $4,814+36.3% | $2,506+161.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-99.8% | $10,010-100.0% | $188-99.8% |