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 | $61,116 | $81,258-24.8% | $105,218-41.9% | $59,632+2.5% |
| Participation rate | 96.7% | 75.4%+21.3pp | 77.2%+19.5pp | 68.7%+28.0pp |
| Annual return | 22.12% | 1.96%+20.2pp | 5.33%+16.8pp | 2041.28%-2019.2pp |
| Employer contribution / active EE | $2,637 | $2,562+3.0% | $3,255-19.0% | $2,203+19.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,841-100.0% | $6,992-100.0% | $4,297-100.0% |