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 | $9,154 | $57,976-84.2% | $62,995-85.5% | $62,292-85.3% |
| Participation rate | 77.0% | 75.9%+1.1pp | 74.8%+2.2pp | 69.5%+7.5pp |
| Annual return | 23.43% | 17.54%+5.9pp | 87.57%-64.1pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,463 | $2,956-50.5% | $3,329-56.1% | $3,169-53.8% |
| Admin fee / account holder | $7 | $276-97.6% | $3,600-99.8% | $479-98.6% |