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 | $5,551 | $47,977-88.4% | $154,107-96.4% | $56,287-90.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 83.0%+2.7pp | 69.9%+15.9pp |
| Annual return | 15.80% | 3.54%+12.3pp | 735.12%-719.3pp | -9.96%+25.8pp |
| Employer contribution / active EE | $613 | $2,169-71.7% | $5,298-88.4% | $2,111-71.0% |
| Participant deferral / active EE | $1,210 | $2,392-49.4% | $5,081-76.2% | $3,350-63.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |