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 | $10,514 | $62,132-83.1% | $185,823-94.3% | $73,488-85.7% |
| Participation rate | 83.0% | 67.8%+15.2pp | 78.0%+5.0pp | 70.7%+12.3pp |
| Annual return | 42.81% | 20.44%+22.4pp | 35.95%+6.9pp | 28.51%+14.3pp |
| Employer contribution / active EE | $1,384 | $1,681-17.7% | $4,087-66.1% | $2,270-39.0% |
| Participant deferral / active EE | $2,236 | $3,711-39.8% | $5,632-60.3% | $3,740-40.2% |
| Admin fee / account holder | $71 | $419-82.9% | $9,500-99.2% | $513-86.1% |