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 | $30,259 | $87,841-65.6% | $133,980-77.4% | $62,891-51.9% |
| Participation rate | 90.1% | 83.4%+6.7pp | 87.1%+3.1pp | 69.3%+20.8pp |
| Annual return | 15.69% | 12.05%+3.6pp | 29.30%-13.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $2,065 | $3,483-40.7% | $5,211-60.4% | $2,281-9.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |