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 9-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 | $3,784 | $38,969-90.3% | $109,313-96.5% | $55,167-93.1% |
| Participation rate | 72.3% | 58.2%+14.1pp | 71.3%+1.0pp | 69.0%+3.3pp |
| Annual return | 0.00% | 8.26%-8.3pp | 22.07%-22.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $475 | $1,227-61.3% | $3,892-87.8% | $1,963-75.8% |
| Participant deferral / active EE | $2,252 | $2,176+3.5% | $3,166-28.9% | $3,054-26.3% |
| Admin fee / account holder | $12 | $501-97.7% | $5,666-99.8% | $504-97.7% |