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 | $10,482 | $116,243-91.0% | $91,989-88.6% | $89,569-88.3% |
| Participation rate | 99.0% | 84.8%+14.2pp | 78.6%+20.3pp | 69.6%+29.4pp |
| Annual return | 23.64% | 23.75%-0.1pp | 69.02%-45.4pp | 34.56%-10.9pp |
| Employer contribution / active EE | $2,992 | $3,226-7.2% | $3,452-13.3% | $2,584+15.8% |
| Participant deferral / active EE | $0 | $7,519-100.0% | $5,923-100.0% | $4,220-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $7,743-100.0% | $72-100.0% |