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 | $11,257 | $75,828-85.2% | $147,614-92.4% | $59,632-81.1% |
| Participation rate | 93.5% | 71.6%+22.0pp | 84.6%+8.9pp | 68.7%+24.9pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,041 | $3,485-41.4% | $5,564-63.3% | $2,203-7.3% |
| Participant deferral / active EE | $1,346 | $3,130-57.0% | $4,895-72.5% | $3,192-57.8% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |