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 | $8,845 | $54,590-83.8% | $81,930-89.2% | $73,488-88.0% |
| Participation rate | 78.7% | 68.3%+10.4pp | 72.0%+6.7pp | 70.7%+8.0pp |
| Annual return | 46.39% | 17.74%+28.7pp | 29.49%+16.9pp | 28.51%+17.9pp |
| Employer contribution / active EE | $1,442 | $1,636-11.8% | $4,310-66.5% | $2,270-36.5% |
| Participant deferral / active EE | $2,651 | $2,759-3.9% | $7,107-62.7% | $3,740-29.1% |
| Admin fee / account holder | $10 | $592-98.3% | $5,158-99.8% | $513-98.0% |