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 6-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 | $9,658 | $47,977-79.9% | $154,107-93.7% | $56,287-82.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 83.0%+1.6pp | 69.9%+14.8pp |
| Annual return | -2.72% | 3.54%-6.3pp | 735.12%-737.8pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,029 | $2,169-52.6% | $5,298-80.6% | $2,111-51.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.8% |