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 | $9,313 | $155,795-94.0% | $136,294-93.2% | $69,631-86.6% |
| Participation rate | 89.7% | 75.2%+14.4pp | 81.9%+7.8pp | 70.7%+19.0pp |
| Annual return | 34.03% | 232464.33%-232430.3pp | 5155.94%-5121.9pp | 27571.02%-27537.0pp |
| Employer contribution / active EE | $837 | $2,991-72.0% | $4,695-82.2% | $2,032-58.8% |
| Participant deferral / active EE | $2,317 | $5,394-57.1% | $6,247-62.9% | $3,224-28.1% |
| Admin fee / account holder | $18 | $128-85.9% | $9,243-99.8% | $110-83.6% |