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 | $20,888 | $78,852-73.5% | $76,768-72.8% | $75,289-72.3% |
| Participation rate | 93.8% | 85.0%+8.9pp | 77.0%+16.9pp | 72.4%+21.4pp |
| Annual return | -5.44% | -1.29%-4.2pp | 2.43%-7.9pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,828 | $2,794-34.6% | $2,485-26.5% | $2,405-24.0% |
| Participant deferral / active EE | $4,706 | $4,800-2.0% | $3,852+22.2% | $3,739+25.9% |
| Admin fee / account holder | $79 | $79+0.3% | $6,675-98.8% | $102-22.6% |