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 | $24,079 | $88,122-72.7% | $141,162-82.9% | $67,579-64.4% |
| Participation rate | 94.9% | 76.5%+18.5pp | 82.5%+12.5pp | 71.3%+23.7pp |
| Annual return | 31.42% | 75.40%-44.0pp | 71.39%-40.0pp | 378.56%-347.1pp |
| Employer contribution / active EE | $1,471 | $3,224-54.4% | $4,735-68.9% | $2,148-31.5% |
| Participant deferral / active EE | $3,438 | $5,958-42.3% | $6,709-48.7% | $3,539-2.8% |
| Admin fee / account holder | $11 | $131-91.8% | $10,261-99.9% | $142-92.5% |