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 | $14,530 | $70,083-79.3% | $59,878-75.7% | $55,725-73.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -1.97% | 3.13%-5.1pp | 3.46%-5.4pp | 244.93%-246.9pp |
| Employer contribution / active EE | $1,667 | $2,878-42.1% | $2,722-38.7% | $2,078-19.8% |
| Participant deferral / active EE | $1,849 | $3,079-40.0% | $3,402-45.7% | $3,356-44.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |