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 | $86,678 | $92,303-6.1% | $152,466-43.1% | $86,799-0.1% |
| Participation rate | 86.7% | 81.1%+5.7pp | 78.2%+8.5pp | 72.3%+14.5pp |
| Annual return | 15.58% | 531.69%-516.1pp | 757.33%-741.8pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,296 | $3,748-65.4% | $4,327-70.0% | $2,405-46.1% |
| Participant deferral / active EE | $3,871 | $5,599-30.9% | $5,820-33.5% | $4,131-6.3% |
| Admin fee / account holder | $0 | $150-99.8% | $15,805-100.0% | $170-99.9% |