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 | $13,552 | $139,618-90.3% | $100,516-86.5% | $106,222-87.2% |
| Participation rate | 98.4% | 83.2%+15.2pp | 79.4%+19.0pp | 70.8%+27.6pp |
| Annual return | 16.06% | 22.24%-6.2pp | 30.89%-14.8pp | 21.69%-5.6pp |
| Employer contribution / active EE | $3,069 | $3,379-9.2% | $3,418-10.2% | $2,723+12.7% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $6,270-100.0% | $4,600-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $8,081-100.0% | $78-100.0% |