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 | $12,963 | $62,543-79.3% | $83,333-84.4% | $55,725-76.7% |
| Participation rate | 94.1% | 78.4%+15.7pp | 77.8%+16.3pp | 70.9%+23.2pp |
| Annual return | 9.75% | 14.85%-5.1pp | 10.63%-0.9pp | 244.93%-235.2pp |
| Employer contribution / active EE | $2,439 | $2,427+0.5% | $3,379-27.8% | $2,078+17.4% |
| Participant deferral / active EE | $4,350 | $5,682-23.4% | $5,565-21.8% | $3,356+29.6% |
| Admin fee / account holder | $5 | $103-95.1% | $7,510-99.9% | $115-95.6% |