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 | $12,494 | $64,348-80.6% | $90,160-86.1% | $70,131-82.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 33.50% | 28.13%+5.4pp | 34.88%-1.4pp | 73.14%-39.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,313 | $4,389+157.8% | $5,288+113.9% | $3,332+239.5% |
| Admin fee / account holder | $21 | $3,944-99.5% | $5,943-99.6% | $4,645-99.5% |