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 | $8,190 | $52,953-84.5% | $172,739-95.3% | $65,185-87.4% |
| Participation rate | 99.5% | 66.2%+33.3pp | 82.6%+16.8pp | 70.2%+29.3pp |
| Annual return | 34.24% | 30.12%+4.1pp | 802.84%-768.6pp | 29.38%+4.9pp |
| Employer contribution / active EE | $742 | $2,190-66.1% | $5,143-85.6% | $2,177-65.9% |
| Participant deferral / active EE | $1,649 | $2,471-33.3% | $5,198-68.3% | $3,514-53.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |