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 6-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 | $75,492 | $55,416+36.2% | $75,972-0.6% | $77,643-2.8% |
| Participation rate | 77.0% | 63.6%+13.4pp | 69.1%+7.9pp | 70.6%+6.4pp |
| Annual return | 19.05% | 17.07%+2.0pp | 359.55%-340.5pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,175 | $1,788+21.7% | $2,685-19.0% | $2,726-20.2% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,467-100.0% | $430-100.0% |