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 | $29,663 | $100,801-70.6% | $149,696-80.2% | $73,409-59.6% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 19.14% | 265.34%-246.2pp | 276.60%-257.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,416 | $3,312-57.2% | $4,644-69.5% | $2,234-36.6% |
| Participant deferral / active EE | $3,360 | $6,404-47.5% | $6,842-50.9% | $3,805-11.7% |
| Admin fee / account holder | $17 | $181-90.7% | $9,309-99.8% | $158-89.4% |