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 | $57,236 | $66,302-13.7% | $110,238-48.1% | $56,287+1.7% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.2pp | 69.9%+29.2pp |
| Annual return | 11.11% | -1.18%+12.3pp | 314.74%-303.6pp | -9.96%+21.1pp |
| Employer contribution / active EE | $4,206 | $2,047+105.4% | $3,826+9.9% | $2,111+99.2% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $12 | $698-98.3% | $8,547-99.9% | $521-97.7% |