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 | $7,474 | $46,732-84.0% | $156,549-95.2% | $55,167-86.5% |
| Participation rate | 99.6% | 65.8%+33.8pp | 84.0%+15.6pp | 69.0%+30.6pp |
| Annual return | 8.23% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $411 | $2,105-80.5% | $5,501-92.5% | $1,963-79.1% |
| Participant deferral / active EE | $1,361 | $2,204-38.2% | $4,871-72.0% | $3,054-55.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |