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 | $20,188 | $58,828-65.7% | $77,999-74.1% | $62,891-67.9% |
| Participation rate | 77.3% | 71.1%+6.3pp | 75.5%+1.8pp | 69.3%+8.0pp |
| Annual return | 13.45% | 17.16%-3.7pp | 425.96%-412.5pp | 20.14%-6.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,453 | $2,686-45.9% | $3,497-58.4% | $3,203-54.6% |
| Admin fee / account holder | $30 | $4,393-99.3% | $5,480-99.5% | $4,296-99.3% |