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 | $6,338 | $46,360-86.3% | $147,614-95.7% | $52,331-87.9% |
| Participation rate | 93.9% | 64.9%+29.0pp | 84.6%+9.3pp | 68.1%+25.8pp |
| Annual return | 8.97% | 1.62%+7.3pp | 61.98%-53.0pp | 4.54%+4.4pp |
| Employer contribution / active EE | $717 | $2,126-66.3% | $5,564-87.1% | $1,882-61.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $766-99.9% | $11,611-100.0% | $592-99.9% |