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 7-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 | $2,594 | $29,369-91.2% | $77,482-96.7% | $73,409-96.5% |
| Participation rate | 90.7% | 37.9%+52.8pp | 54.2%+36.6pp | 72.2%+18.6pp |
| Annual return | 27.07% | 358.15%-331.1pp | 54.79%-27.7pp | 59.29%-32.2pp |
| Employer contribution / active EE | $184 | $406-54.7% | $986-81.4% | $2,234-91.8% |
| Participant deferral / active EE | $1,112 | $941+18.2% | $1,861-40.3% | $3,805-70.8% |
| Admin fee / account holder | $45 | $123-63.0% | $2,858-98.4% | $158-71.2% |