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 | $25,962 | $74,089-65.0% | $133,980-80.6% | $55,167-52.9% |
| Participation rate | 91.3% | 84.3%+7.0pp | 87.1%+4.2pp | 69.0%+22.3pp |
| Annual return | 7.58% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,654 | $3,064-46.0% | $5,211-68.3% | $1,963-15.7% |
| Participant deferral / active EE | $2,634 | $4,678-43.7% | $6,282-58.1% | $3,054-13.8% |
| Admin fee / account holder | $3 | $458-99.4% | $9,324-100.0% | $504-99.4% |