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 9-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 | $3,297 | $31,679-89.6% | $74,701-95.6% | $65,185-94.9% |
| Participation rate | 98.9% | 40.4%+58.6pp | 54.5%+44.5pp | 70.2%+28.7pp |
| Annual return | 36.10% | 39.04%-2.9pp | 752.92%-716.8pp | 29.38%+6.7pp |
| Employer contribution / active EE | $202 | $566-64.2% | $1,084-81.3% | $2,177-90.7% |
| Participant deferral / active EE | $1,258 | $1,191+5.6% | $1,964-35.9% | $3,514-64.2% |
| Admin fee / account holder | $9 | $379-97.6% | $3,333-99.7% | $847-98.9% |