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 | $8,716 | $58,879-85.2% | $178,490-95.1% | $73,488-88.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 12.32% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $963 | $2,236-56.9% | $5,011-80.8% | $2,270-57.6% |
| Participant deferral / active EE | $885 | $2,567-65.5% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |