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 | $1,315 | $36,767-96.4% | $81,478-98.4% | $62,292-97.9% |
| Participation rate | 86.8% | 54.4%+32.4pp | 68.0%+18.9pp | 69.5%+17.3pp |
| Annual return | 0.00% | 173.80%-173.8pp | 38.78%-38.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $400 | $1,128-64.5% | $2,568-84.4% | $2,042-80.4% |
| Participant deferral / active EE | $892 | $2,111-57.7% | $3,537-74.8% | $3,169-71.8% |
| Admin fee / account holder | $37 | $797-95.4% | $4,561-99.2% | $479-92.3% |