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 | $17,488 | $70,002-75.0% | $115,037-84.8% | $52,331-66.6% |
| Participation rate | 89.2% | 72.1%+17.1pp | 81.4%+7.8pp | 68.1%+21.1pp |
| Annual return | -0.79% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $632 | $2,715-76.7% | $4,608-86.3% | $1,882-66.4% |
| Participant deferral / active EE | $4,050 | $4,920-17.7% | $6,026-32.8% | $3,022+34.0% |
| Admin fee / account holder | $51 | $566-90.9% | $8,175-99.4% | $592-91.3% |