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 8-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 | $2,787 | $64,909-95.7% | $82,313-96.6% | $62,292-95.5% |
| Participation rate | 73.7% | 74.9%-1.1pp | 76.9%-3.2pp | 69.5%+4.2pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $636 | $1,676-62.0% | $2,428-73.8% | $2,042-68.8% |
| Participant deferral / active EE | $1,499 | $3,103-51.7% | $3,706-59.6% | $3,169-52.7% |
| Admin fee / account holder | $4 | $440-99.1% | $5,608-99.9% | $479-99.2% |