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 5-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 | $102,824 | $84,487+21.7% | $125,339-18.0% | $66,914+53.7% |
| Participation rate | 96.5% | 76.4%+20.1pp | 82.4%+14.1pp | 69.8%+26.7pp |
| Annual return | 33.86% | -8.39%+42.3pp | 572.05%-538.2pp | 1.58%+32.3pp |
| Employer contribution / active EE | $8,333 | $3,553+134.5% | $4,814+73.1% | $2,544+227.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |