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 | $6,220 | $25,723-75.8% | $69,182-91.0% | $55,167-88.7% |
| Participation rate | 94.3% | 39.4%+54.8pp | 55.1%+39.2pp | 69.0%+25.3pp |
| Annual return | 5.93% | 9.56%-3.6pp | -21.93%+27.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $119 | $480-75.2% | $1,206-90.1% | $1,963-93.9% |
| Participant deferral / active EE | $586 | $963-39.2% | $1,897-69.1% | $3,054-80.8% |
| Admin fee / account holder | $76 | $365-79.1% | $2,697-97.2% | $504-84.9% |