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 9-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 | $13,367 | $58,879-77.3% | $178,490-92.5% | $73,488-81.8% |
| Participation rate | 96.2% | 66.2%+30.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 12.82% | 24.86%-12.0pp | 151.07%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,905 | $2,236-14.8% | $5,011-62.0% | $2,270-16.1% |
| Participant deferral / active EE | $4,868 | $2,567+89.6% | $5,202-6.4% | $3,740+30.2% |
| Admin fee / account holder | $5 | $400-98.8% | $13,984-100.0% | $513-99.0% |