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 | $8,977 | $52,293-82.8% | $178,490-95.0% | $73,409-87.8% |
| Participation rate | 97.1% | 65.3%+31.8pp | 81.9%+15.2pp | 72.2%+25.0pp |
| Annual return | 16.18% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $751 | $1,735-56.7% | $5,011-85.0% | $2,234-66.4% |
| Participant deferral / active EE | $1,180 | $2,332-49.4% | $5,202-77.3% | $3,805-69.0% |
| Admin fee / account holder | $2 | $127-98.7% | $13,984-100.0% | $158-98.9% |