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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $180,990 | $55,790+224.4% | $76,817+135.6% | $67,579+167.8% |
| Participation rate | 99.8% | 71.1%+28.7pp | 72.1%+27.8pp | 71.3%+28.6pp |
| Annual return | 23.51% | 64.45%-40.9pp | 1166.11%-1142.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $13,918 | $1,810+668.9% | $2,302+504.6% | $2,148+548.0% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,420-100.0% | $142-100.0% |