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 6-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 | $3,246 | $58,083-94.4% | $80,019-95.9% | $56,287-94.2% |
| Participation rate | 94.3% | 73.6%+20.7pp | 75.8%+18.5pp | 69.9%+24.5pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $469 | $1,932-75.7% | $2,468-81.0% | $2,111-77.8% |
| Participant deferral / active EE | $3,432 | $3,135+9.5% | $3,686-6.9% | $3,350+2.4% |
| Admin fee / account holder | $7 | $623-98.9% | $6,521-99.9% | $521-98.7% |