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 | $27,341 | $89,739-69.5% | $149,718-81.7% | $62,292-56.1% |
| Participation rate | 74.7% | 85.1%-10.4pp | 87.1%-12.3pp | 69.5%+5.2pp |
| Annual return | 15.50% | 21.01%-5.5pp | 1501.63%-1486.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,750 | $3,233-45.9% | $5,445-67.9% | $2,042-14.3% |
| Participant deferral / active EE | $2,683 | $4,797-44.1% | $6,569-59.2% | $3,169-15.3% |
| Admin fee / account holder | $26 | $551-95.2% | $11,283-99.8% | $479-94.5% |