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 | $22,342 | $59,328-62.3% | $118,925-81.2% | $73,488-69.6% |
| Participation rate | 72.0% | 62.3%+9.7pp | 75.4%-3.4pp | 70.7%+1.3pp |
| Annual return | 22.51% | 19.13%+3.4pp | 35.88%-13.4pp | 28.51%-6.0pp |
| Employer contribution / active EE | $1,537 | $1,803-14.8% | $3,263-52.9% | $2,270-32.3% |
| Participant deferral / active EE | $1,748 | $2,604-32.9% | $4,265-59.0% | $3,740-53.3% |
| Admin fee / account holder | $11 | $600-98.2% | $6,581-99.8% | $513-97.9% |