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 | $4,653 | $32,425-85.7% | $74,583-93.8% | $55,167-91.6% |
| Participation rate | 75.4% | 54.0%+21.4pp | 68.1%+7.3pp | 69.0%+6.5pp |
| Annual return | 10.43% | 10.63%-0.2pp | 20.47%-10.0pp | 169.23%-158.8pp |
| Employer contribution / active EE | $465 | $1,043-55.4% | $2,525-81.6% | $1,963-76.3% |
| Participant deferral / active EE | $1,501 | $1,995-24.8% | $3,458-56.6% | $3,054-50.9% |
| Admin fee / account holder | $1 | $748-99.8% | $4,138-100.0% | $504-99.7% |