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 9-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 | $4,028 | $104,862-96.2% | $90,160-95.5% | $80,976-95.0% |
| Participation rate | 97.5% | 78.9%+18.5pp | 76.9%+20.6pp | 68.3%+29.2pp |
| Annual return | 39.35% | 20.18%+19.2pp | 34.88%+4.5pp | 22.91%+16.4pp |
| Employer contribution / active EE | $2,918 | $2,724+7.1% | $3,318-12.1% | $2,402+21.5% |
| Participant deferral / active EE | $0 | $6,098-100.0% | $5,288-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $5,943-100.0% | $67-100.0% |