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 | $8,925 | $63,299-85.9% | $91,001-90.2% | $62,292-85.7% |
| Participation rate | 96.2% | 73.3%+22.9pp | 75.6%+20.6pp | 69.5%+26.7pp |
| Annual return | 24.96% | 20.99%+4.0pp | 4.60%+20.4pp | 28.90%-3.9pp |
| Employer contribution / active EE | $1,826 | $1,807+1.1% | $2,456-25.6% | $2,042-10.6% |
| Participant deferral / active EE | $2,735 | $2,943-7.0% | $3,547-22.9% | $3,169-13.7% |
| Admin fee / account holder | $26 | $468-94.5% | $5,417-99.5% | $479-94.6% |