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 9-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 | $28,575 | $64,612-55.8% | $86,436-66.9% | $64,808-55.9% |
| Participation rate | 97.8% | 81.5%+16.4pp | 80.3%+17.5pp | 71.5%+26.4pp |
| Annual return | 620.09% | 0.66%+619.4pp | 4394.89%-3774.8pp | 32.82%+587.3pp |
| Employer contribution / active EE | $8,162 | $2,744+197.4% | $3,769+116.6% | $2,506+225.7% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,952-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $6,731-100.0% | $188-100.0% |