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 | $9,440 | $43,723-78.4% | $121,196-92.2% | $64,186-85.3% |
| Participation rate | 88.3% | 58.3%+30.0pp | 71.7%+16.6pp | 69.6%+18.7pp |
| Annual return | -6.85% | 68.91%-75.8pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,035 | $1,296-20.1% | $4,022-74.3% | $2,381-56.5% |
| Participant deferral / active EE | $3,235 | $2,280+41.9% | $3,344-3.3% | $3,470-6.8% |
| Admin fee / account holder | $18 | $3,501-99.5% | $5,019-99.6% | $4,888-99.6% |