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 | $13,060 | $43,504-70.0% | $68,793-81.0% | $56,287-76.8% |
| Participation rate | 93.0% | 67.8%+25.1pp | 72.2%+20.8pp | 69.9%+23.1pp |
| Annual return | 6.46% | -3.15%+9.6pp | -4.63%+11.1pp | -9.96%+16.4pp |
| Employer contribution / active EE | $625 | $1,525-59.0% | $2,625-76.2% | $2,111-70.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $515-99.3% | $5,131-99.9% | $521-99.3% |