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 | $13,379 | $44,873-70.2% | $79,464-83.2% | $56,287-76.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.63% | 0.81%-6.4pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $503 | $2,140-76.5% | $2,800-82.0% | $2,111-76.2% |
| Participant deferral / active EE | $932 | $2,746-66.1% | $3,704-74.8% | $3,350-72.2% |
| Admin fee / account holder | $21 | $418-95.1% | $5,113-99.6% | $521-96.1% |