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 | $12,790 | $39,458-67.6% | $60,547-78.9% | $55,191-76.8% |
| Participation rate | 78.6% | 59.6%+19.0pp | 68.0%+10.7pp | 69.2%+9.5pp |
| Annual return | 1.41% | 3.35%-1.9pp | 335.64%-334.2pp | 10.78%-9.4pp |
| Employer contribution / active EE | $385 | $1,210-68.2% | $2,419-84.1% | $1,899-79.7% |
| Participant deferral / active EE | $1,272 | $2,140-40.6% | $3,328-61.8% | $3,046-58.2% |
| Admin fee / account holder | $7 | $95-92.2% | $4,536-99.8% | $91-91.9% |