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 | $15,157 | $43,723-65.3% | $121,196-87.5% | $64,186-76.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 1.47% | 68.91%-67.4pp | 16.93%-15.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,864 | $1,296+43.8% | $4,022-53.6% | $2,381-21.7% |
| Participant deferral / active EE | $4,028 | $2,280+76.7% | $3,344+20.4% | $3,470+16.1% |
| Admin fee / account holder | $75 | $3,501-97.8% | $5,019-98.5% | $4,888-98.5% |