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 10-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 | $15,580 | $42,546-63.4% | $71,796-78.3% | $55,167-71.8% |
| Participation rate | 73.9% | 59.1%+14.8pp | 69.1%+4.8pp | 69.0%+4.9pp |
| Annual return | 7.67% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $680 | $803-15.4% | $1,924-64.7% | $1,963-65.4% |
| Participant deferral / active EE | $1,382 | $2,064-33.1% | $2,794-50.6% | $3,054-54.8% |
| Admin fee / account holder | $112 | $650-82.8% | $4,815-97.7% | $504-77.8% |