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 | $23,991 | $89,739-73.3% | $149,718-84.0% | $62,292-61.5% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 27.78% | 21.01%+6.8pp | 1501.63%-1473.9pp | 28.90%-1.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,837 | $4,797+42.5% | $6,569+4.1% | $3,169+115.8% |
| Admin fee / account holder | $104 | $551-81.1% | $11,283-99.1% | $479-78.3% |