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 | $16,215 | $95,542-83.0% | $69,455-76.7% | $67,579-76.0% |
| Participation rate | 99.6% | 79.4%+20.3pp | 74.6%+25.0pp | 71.3%+28.4pp |
| Annual return | 15.58% | 17.67%-2.1pp | 28.97%-13.4pp | 378.56%-363.0pp |
| Employer contribution / active EE | $1,908 | $2,989-36.2% | $2,779-31.3% | $2,148-11.2% |
| Participant deferral / active EE | $2,504 | $3,263-23.3% | $3,535-29.2% | $3,539-29.3% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |