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 6-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 | $28,456 | $86,332-67.0% | $125,175-77.3% | $65,185-56.3% |
| Participation rate | 97.5% | 75.3%+22.2pp | 79.8%+17.7pp | 70.2%+27.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 43.79%-43.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $8,715 | $2,040+327.3% | $3,865+125.5% | $2,177+300.4% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |