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 4-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 | $7,238 | $46,360-84.4% | $147,614-95.1% | $52,331-86.2% |
| Participation rate | 86.4% | 64.9%+21.5pp | 84.6%+1.8pp | 68.1%+18.3pp |
| Annual return | 5.04% | 1.62%+3.4pp | 61.98%-56.9pp | 4.54%+0.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $807 | $2,258-64.3% | $4,895-83.5% | $3,022-73.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |