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 7-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 | $11,906 | $62,928-81.1% | $172,739-93.1% | $67,579-82.4% |
| Participation rate | 70.1% | 64.5%+5.6pp | 82.6%-12.6pp | 71.3%-1.2pp |
| Annual return | 24.62% | 30.36%-5.7pp | 802.84%-778.2pp | 378.56%-353.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,887 | $2,145+34.6% | $5,198-44.5% | $3,539-18.4% |
| Admin fee / account holder | $11 | $167-93.3% | $13,954-99.9% | $142-92.1% |