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 | $11,402 | $37,196-69.3% | $154,107-92.6% | $55,725-79.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 5.54% | 1319.68%-1314.1pp | 735.12%-729.6pp | 244.93%-239.4pp |
| Employer contribution / active EE | $1,264 | $1,614-21.7% | $5,298-76.1% | $2,078-39.2% |
| Participant deferral / active EE | $896 | $2,068-56.7% | $5,081-82.4% | $3,356-73.3% |
| Admin fee / account holder | $10 | $102-90.2% | $13,411-99.9% | $115-91.4% |