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 | $29,583 | $71,192-58.4% | $117,854-74.9% | $62,292-52.5% |
| Participation rate | 85.9% | 74.2%+11.6pp | 79.7%+6.2pp | 69.5%+16.3pp |
| Annual return | 16.68% | 18.66%-2.0pp | 335.08%-318.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,489 | $1,934-23.0% | $3,786-60.7% | $2,042-27.1% |
| Participant deferral / active EE | $4,446 | $3,189+39.4% | $4,482-0.8% | $3,169+40.3% |
| Admin fee / account holder | $17 | $587-97.1% | $8,020-99.8% | $479-96.5% |