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 | $6,498 | $41,854-84.5% | $73,843-91.2% | $52,331-87.6% |
| Participation rate | 91.1% | 66.2%+24.9pp | 73.4%+17.7pp | 68.1%+23.0pp |
| Annual return | -0.09% | 2.11%-2.2pp | 2267.84%-2267.9pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,018 | $1,920-47.0% | $2,787-63.5% | $1,882-45.9% |
| Participant deferral / active EE | $1,573 | $2,498-37.0% | $3,583-56.1% | $3,022-48.0% |
| Admin fee / account holder | $17 | $493-96.6% | $4,880-99.7% | $592-97.2% |