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 | $6,077 | $39,122-84.5% | $57,179-89.4% | $62,891-90.3% |
| Participation rate | 79.5% | 70.5%+8.9pp | 75.3%+4.1pp | 69.3%+10.1pp |
| Annual return | 4.87% | 9.23%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $894 | $1,874-52.3% | $2,682-66.7% | $2,281-60.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |