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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,094 | $84,233-83.3% | $170,442-91.7% | $70,131-79.9% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 18.65% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,149 | $3,387-66.1% | $5,433-78.8% | $2,342-50.9% |
| Participant deferral / active EE | $1,673 | $3,086-45.8% | $4,939-66.1% | $3,332-49.8% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |