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 | $6,955 | $47,977-85.5% | $154,107-95.5% | $56,287-87.6% |
| Participation rate | 82.1% | 66.2%+16.0pp | 83.0%-0.9pp | 69.9%+12.3pp |
| Annual return | -4.76% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,006 | $2,169-53.6% | $5,298-81.0% | $2,111-52.3% |
| Participant deferral / active EE | $1,266 | $2,392-47.1% | $5,081-75.1% | $3,350-62.2% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |