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 | $9,291 | $36,916-74.8% | $156,549-94.1% | $57,658-83.9% |
| Participation rate | 94.8% | 63.4%+31.4pp | 84.0%+10.8pp | 70.2%+24.6pp |
| Annual return | 7.06% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $953 | $1,571-39.3% | $5,501-82.7% | $1,974-51.7% |
| Participant deferral / active EE | $708 | $1,926-63.2% | $4,871-85.5% | $3,061-76.9% |
| Admin fee / account holder | $11 | $82-86.5% | $13,027-99.9% | $95-88.2% |