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 8-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 | $15,382 | $46,297-66.8% | $71,671-78.5% | $62,292-75.3% |
| Participation rate | 88.2% | 60.6%+27.5pp | 68.7%+19.4pp | 69.5%+18.7pp |
| Annual return | 0.00% | 22.32%-22.3pp | 20.65%-20.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,063 | $1,412-24.7% | $2,460-56.8% | $2,042-47.9% |
| Participant deferral / active EE | $1,588 | $2,235-29.0% | $3,438-53.8% | $3,169-49.9% |
| Admin fee / account holder | $27 | $461-94.1% | $5,558-99.5% | $479-94.4% |