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 | $9,098 | $46,100-80.3% | $86,590-89.5% | $69,631-86.9% |
| Participation rate | 86.6% | 67.2%+19.4pp | 73.5%+13.0pp | 70.7%+15.9pp |
| Annual return | 13.66% | 21.02%-7.4pp | 964.84%-951.2pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $643 | $1,850-65.2% | $2,839-77.3% | $2,032-68.3% |
| Participant deferral / active EE | $960 | $2,432-60.5% | $3,609-73.4% | $3,224-70.2% |
| Admin fee / account holder | $6 | $94-93.9% | $4,906-99.9% | $110-94.9% |