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 | $3,683 | $54,320-93.2% | $67,652-94.6% | $52,331-93.0% |
| Participation rate | 72.2% | 73.6%-1.4pp | 75.7%-3.5pp | 68.1%+4.1pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $880 | $1,544-43.0% | $2,266-61.2% | $1,882-53.2% |
| Participant deferral / active EE | $1,565 | $2,950-46.9% | $3,560-56.0% | $3,022-48.2% |
| Admin fee / account holder | $18 | $527-96.6% | $4,821-99.6% | $592-96.9% |