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 | $8,969 | $43,999-79.6% | $79,464-88.7% | $55,725-83.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -4.28% | 1.81%-6.1pp | 718.14%-722.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,220 | $1,830-33.3% | $2,800-56.4% | $2,078-41.3% |
| Participant deferral / active EE | $998 | $2,538-60.7% | $3,704-73.0% | $3,356-70.2% |
| Admin fee / account holder | $2 | $118-98.7% | $5,113-100.0% | $115-98.7% |