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 9-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 | $22,273 | $90,288-75.3% | $67,221-66.9% | $90,288-75.3% |
| Participation rate | 87.2% | 73.4%+13.8pp | 79.4%+7.8pp | 73.4%+13.8pp |
| Annual return | 14.94% | 53.97%-39.0pp | 20.72%-5.8pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,250 | $2,524-50.5% | $3,723-66.4% | $2,524-50.5% |
| Participant deferral / active EE | $1,887 | $4,232-55.4% | $4,384-57.0% | $4,232-55.4% |
| Admin fee / account holder | $14 | $114-87.8% | $5,844-99.8% | $114-87.8% |