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 9-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 | $10,564 | $73,102-85.5% | $123,544-91.4% | $56,287-81.2% |
| Participation rate | 95.4% | 74.3%+21.1pp | 82.3%+13.1pp | 69.9%+25.6pp |
| Annual return | -0.33% | 3.01%-3.3pp | 119.20%-119.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $1,725 | $2,977-42.1% | $4,628-62.7% | $2,111-18.3% |
| Participant deferral / active EE | $6,308 | $5,423+16.3% | $6,426-1.8% | $3,350+88.3% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.0% |