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 | $5,147 | $46,745-89.0% | $60,547-91.5% | $52,331-90.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 3.81% | 0.61%+3.2pp | 335.64%-331.8pp | 4.54%-0.7pp |
| Employer contribution / active EE | $994 | $1,259-21.1% | $2,419-58.9% | $1,882-47.2% |
| Participant deferral / active EE | $1,864 | $2,145-13.1% | $3,328-44.0% | $3,022-38.3% |
| Admin fee / account holder | $6 | $537-99.0% | $4,536-99.9% | $592-99.1% |