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 | $68,179 | $93,182-26.8% | $146,665-53.5% | $79,386-14.1% |
| Participation rate | 99.2% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 30.91% | 21.61%+9.3pp | 22.74%+8.2pp | 116.85%-85.9pp |
| Employer contribution / active EE | $7,759 | $2,420+220.7% | $4,136+87.6% | $2,427+219.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |