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 | $9,010 | $80,177-88.8% | $123,892-92.7% | $57,658-84.4% |
| Participation rate | 73.9% | 74.4%-0.5pp | 81.4%-7.5pp | 70.2%+3.7pp |
| Annual return | 7.42% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,649 | $5,130-48.4% | $5,984-55.7% | $3,061-13.5% |
| Admin fee / account holder | $133 | $106+25.0% | $8,357-98.4% | $95+40.6% |