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 | $4,699 | $57,921-91.9% | $84,750-94.5% | $57,658-91.9% |
| Participation rate | 82.9% | 72.9%+10.0pp | 76.6%+6.3pp | 70.2%+12.7pp |
| Annual return | 9.57% | 10.24%-0.7pp | 22.78%-13.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,347 | $2,742-50.9% | $3,712-63.7% | $3,061-56.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |