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 | $10,563 | $35,949-70.6% | $88,538-88.1% | $65,185-83.8% |
| Participation rate | 77.3% | 56.4%+20.9pp | 68.7%+8.6pp | 70.2%+7.1pp |
| Annual return | 24.35% | 47.52%-23.2pp | 43.64%-19.3pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $1,047-100.0% | $2,098-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,038 | $1,870+62.5% | $2,914+4.2% | $3,514-13.6% |
| Admin fee / account holder | $24 | $496-95.3% | $4,310-99.5% | $847-97.2% |