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 | $3,486 | $64,739-94.6% | $71,796-95.1% | - |
| Participation rate | 74.7% | 64.9%+9.9pp | 69.1%+5.6pp | - |
| Annual return | 0.00% | 2.75%-2.7pp | 78.04%-78.0pp | - |
| Employer contribution / active EE | $1,135 | $927+22.4% | $1,924-41.0% | - |
| Participant deferral / active EE | $1,793 | $1,955-8.3% | $2,794-35.8% | - |
| Admin fee / account holder | $90 | $2,577-96.5% | $4,815-98.1% | - |