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 | $17,568 | $54,320-67.7% | $67,652-74.0% | $52,331-66.4% |
| Participation rate | 95.8% | 73.6%+22.2pp | 75.7%+20.2pp | 68.1%+27.7pp |
| Annual return | 1.11% | 6.81%-5.7pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $788 | $1,544-49.0% | $2,266-65.2% | $1,882-58.1% |
| Participant deferral / active EE | $1,621 | $2,950-45.0% | $3,560-54.5% | $3,022-46.3% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |