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 9-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 | $15,036 | $65,395-77.0% | $182,532-91.8% | $72,985-79.4% |
| Participation rate | 71.1% | 65.4%+5.7pp | 78.0%-6.9pp | 69.5%+1.6pp |
| Annual return | 23.47% | 27.68%-4.2pp | 148.54%-125.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,423 | $1,911+26.8% | $4,076-40.5% | $2,440-0.7% |
| Participant deferral / active EE | $3,339 | $3,563-6.3% | $5,524-39.6% | $3,607-7.4% |
| Admin fee / account holder | $138 | $4,245-96.8% | $8,592-98.4% | $5,124-97.3% |