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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,508 | $75,828-84.8% | $147,614-92.2% | $59,632-80.7% |
| Participation rate | 82.4% | 71.6%+10.8pp | 84.6%-2.3pp | 68.7%+13.7pp |
| Annual return | -1.21% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $710 | $3,485-79.6% | $5,564-87.2% | $2,203-67.8% |
| Participant deferral / active EE | $731 | $3,130-76.7% | $4,895-85.1% | $3,192-77.1% |
| Admin fee / account holder | $17 | $5,985-99.7% | $11,611-99.9% | $4,297-99.6% |