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 | $24,520 | $57,108-57.1% | $94,224-74.0% | $52,331-53.1% |
| Participation rate | 82.0% | 72.9%+9.1pp | 78.8%+3.2pp | 68.1%+13.9pp |
| Annual return | 0.69% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,316 | $1,735-24.1% | $3,587-63.3% | $1,882-30.0% |
| Participant deferral / active EE | $2,460 | $3,040-19.1% | $4,320-43.0% | $3,022-18.6% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |