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 5-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 | $140,562 | $102,317+37.4% | $146,958-4.4% | $80,856+73.8% |
| Participation rate | 74.5% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 14.88% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,125 | $3,713-42.8% | $4,933-56.9% | $2,755-22.9% |
| Participant deferral / active EE | $8,311 | $6,644+25.1% | $8,070+3.0% | $4,296+93.5% |
| Admin fee / account holder | $109 | $7,941-98.6% | $12,998-99.2% | $6,918-98.4% |