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 7-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 | $3,410 | $55,636-93.9% | $81,983-95.8% | $73,488-95.4% |
| Participation rate | 75.0% | 62.3%+12.7pp | 69.2%+5.8pp | 70.7%+4.3pp |
| Annual return | 18.07% | 19.07%-1.0pp | 41.31%-23.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,247 | $2,762-54.9% | $3,722-66.5% | $3,740-66.7% |
| Admin fee / account holder | $61 | $493-87.7% | $5,664-98.9% | $513-88.2% |