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 | $6,983 | $70,002-90.0% | $115,037-93.9% | $52,331-86.7% |
| Participation rate | 80.0% | 72.1%+7.9pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,463 | $2,715-46.1% | $4,608-68.2% | $1,882-22.2% |
| Participant deferral / active EE | $3,106 | $4,920-36.9% | $6,026-48.5% | $3,022+2.8% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |