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 | $25,469 | $64,909-60.8% | $82,313-69.1% | $62,292-59.1% |
| Participation rate | 91.8% | 74.9%+16.9pp | 76.9%+14.9pp | 69.5%+22.2pp |
| Annual return | 18.75% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $904 | $1,676-46.1% | $2,428-62.8% | $2,042-55.7% |
| Participant deferral / active EE | $3,061 | $3,103-1.4% | $3,706-17.4% | $3,169-3.4% |
| Admin fee / account holder | $25 | $440-94.3% | $5,608-99.6% | $479-94.8% |