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 | $11,977 | $77,634-84.6% | $156,549-92.3% | $62,891-81.0% |
| Participation rate | 78.1% | 71.2%+6.9pp | 84.0%-5.9pp | 69.3%+8.8pp |
| Annual return | 7.44% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $948 | $3,444-72.5% | $5,501-82.8% | $2,281-58.4% |
| Participant deferral / active EE | $1,537 | $3,045-49.5% | $4,871-68.5% | $3,203-52.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |