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 | $12,791 | $64,348-80.1% | $90,160-85.8% | $70,131-81.8% |
| Participation rate | 98.8% | 70.4%+28.3pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 14.87% | 28.13%-13.3pp | 34.88%-20.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,426 | $2,046-30.3% | $3,318-57.0% | $2,342-39.1% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $3,944-99.9% | $5,943-100.0% | $4,645-99.9% |