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 9-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 | $9,220 | $50,152-81.6% | $71,671-87.1% | - |
| Participation rate | 88.9% | 59.4%+29.4pp | 68.7%+20.1pp | - |
| Annual return | 26.97% | 9.73%+17.2pp | 20.65%+6.3pp | - |
| Employer contribution / active EE | $551 | $997-44.8% | $2,460-77.6% | - |
| Participant deferral / active EE | $2,885 | $1,978+45.9% | $3,438-16.1% | - |
| Admin fee / account holder | $23 | $1,576-98.6% | $5,558-99.6% | - |