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 7-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 | $13,541 | $64,119-78.9% | $112,228-87.9% | $66,914-79.8% |
| Participation rate | 70.7% | 68.5%+2.3pp | 75.1%-4.3pp | 69.8%+0.9pp |
| Annual return | -18.51% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,292 | $3,005-57.0% | $3,635-64.5% | $2,544-49.2% |
| Participant deferral / active EE | $2,108 | $3,693-42.9% | $4,728-55.4% | $4,237-50.2% |
| Admin fee / account holder | $20 | $625-96.8% | $6,410-99.7% | $593-96.6% |