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 | $15,741 | $73,404-78.6% | $87,100-81.9% | $67,579-76.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 28.30% | 48.29%-20.0pp | 28.19%+0.1pp | 378.56%-350.3pp |
| Employer contribution / active EE | $948 | $2,014-52.9% | $2,521-62.4% | $2,148-55.9% |
| Participant deferral / active EE | $3,336 | $3,913-14.7% | $4,049-17.6% | $3,539-5.7% |
| Admin fee / account holder | -$8 | $142-105.5% | $7,497-100.1% | $142-105.4% |