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 | $162,601 | $70,667+130.1% | $123,104+32.1% | $52,331+210.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 24.63% | 6.23%+18.4pp | 13.22%+11.4pp | 4.54%+20.1pp |
| Employer contribution / active EE | $1,555 | $2,946-47.2% | $5,151-69.8% | $1,882-17.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $260 | $506-48.7% | $9,015-97.1% | $592-56.1% |