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 | $19,518 | $69,362-71.9% | $101,248-80.7% | $73,488-73.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 26.54% | 18.46%+8.1pp | 46.47%-19.9pp | 28.51%-2.0pp |
| Employer contribution / active EE | $4,146 | $2,628+57.8% | $3,660+13.3% | $2,270+82.6% |
| Participant deferral / active EE | $2,347 | $3,300-28.9% | $4,370-46.3% | $3,740-37.2% |
| Admin fee / account holder | $17 | $704-97.6% | $5,945-99.7% | $513-96.7% |