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 | $17,923 | $73,638-75.7% | $95,952-81.3% | $73,488-75.6% |
| Participation rate | 97.9% | 76.2%+21.7pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 13.72% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,045 | $3,617+177.7% | $4,167+141.1% | $3,740+168.6% |
| Admin fee / account holder | $229 | $482-52.4% | $6,795-96.6% | $513-55.3% |