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 | $7,348 | $65,061-88.7% | $143,757-94.9% | $66,914-89.0% |
| Participation rate | 78.0% | 65.2%+12.8pp | 80.3%-2.3pp | 69.8%+8.2pp |
| Annual return | -15.46% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,349 | $2,361-42.8% | $4,951-72.7% | $2,544-47.0% |
| Participant deferral / active EE | $1,001 | $2,919-65.7% | $5,637-82.2% | $4,237-76.4% |
| Admin fee / account holder | $4 | $502-99.1% | $14,673-100.0% | $593-99.3% |