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 | $45,071 | $98,982-54.5% | $162,163-72.2% | $65,185-30.9% |
| Participation rate | 98.1% | 85.8%+12.3pp | 87.6%+10.6pp | 70.2%+27.9pp |
| Annual return | 35.24% | 24.84%+10.4pp | 115.59%-80.3pp | 29.38%+5.9pp |
| Employer contribution / active EE | $5,141 | $3,467+48.3% | $5,614-8.4% | $2,177+136.2% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |