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 8-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 | $15,254 | $50,666-69.9% | $76,817-80.1% | $65,185-76.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 22.18% | 28.51%-6.3pp | 1166.11%-1143.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,514 | $1,575-3.9% | $2,302-34.2% | $2,177-30.4% |
| Participant deferral / active EE | $2,321 | $2,647-12.3% | $3,336-30.4% | $3,514-33.9% |
| Admin fee / account holder | $29 | $463-93.7% | $6,420-99.5% | $847-96.6% |