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 9-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 | $16,933 | $66,601-74.6% | $92,893-81.8% | $67,579-74.9% |
| Participation rate | 85.8% | 72.5%+13.3pp | 76.0%+9.8pp | 71.3%+14.5pp |
| Annual return | 24.19% | 92.58%-68.4pp | 109.41%-85.2pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,285 | $2,775-17.7% | $3,653-37.5% | $2,148+6.4% |
| Participant deferral / active EE | $2,880 | $3,157-8.8% | $4,236-32.0% | $3,539-18.6% |
| Admin fee / account holder | $3 | $199-98.6% | $5,794-100.0% | $142-98.0% |