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 | $9,995 | $42,548-76.5% | $74,550-86.6% | $56,287-82.2% |
| Participation rate | 87.9% | 60.5%+27.4pp | 69.1%+18.8pp | 69.9%+18.0pp |
| Annual return | -2.55% | 12.40%-14.9pp | 32.53%-35.1pp | -9.96%+7.4pp |
| Employer contribution / active EE | $319 | $855-62.7% | $1,961-83.7% | $2,111-84.9% |
| Participant deferral / active EE | $1,947 | $2,277-14.5% | $3,108-37.4% | $3,350-41.9% |
| Admin fee / account holder | $3 | $467-99.3% | $5,060-99.9% | $521-99.4% |