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 | $33,085 | $107,378-69.2% | $108,579-69.5% | $57,658-42.6% |
| Participation rate | 99.7% | 77.1%+22.6pp | 79.6%+20.1pp | 70.2%+29.5pp |
| Annual return | 16.14% | 12.80%+3.3pp | -51.70%+67.8pp | 5.13%+11.0pp |
| Employer contribution / active EE | $2,388 | $1,782+34.0% | $3,758-36.5% | $1,974+21.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-99.7% | $7,645-100.0% | $95-99.7% |