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 | $20,174 | $73,102-72.4% | $123,544-83.7% | $56,287-64.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 0.80% | 3.01%-2.2pp | 119.20%-118.4pp | -9.96%+10.8pp |
| Employer contribution / active EE | $2,792 | $2,977-6.2% | $4,628-39.7% | $2,111+32.3% |
| Participant deferral / active EE | $4,284 | $5,423-21.0% | $6,426-33.3% | $3,350+27.9% |
| Admin fee / account holder | $21 | $554-96.2% | $9,284-99.8% | $521-96.0% |