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.
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 | $2,500 | $350,135-99.3% | $120,293-97.9% | $350,135-99.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 83.3%+16.7pp | 79.0%+21.0pp |
| Annual return | 0.00% | 11.86%-11.9pp | 40.97%-41.0pp | 11.86%-11.9pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $3,911-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,180-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $1,724-100.0% | $23,717-100.0% |