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 | $15,575 | $70,002-77.7% | $115,037-86.5% | $52,331-70.2% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.8pp | 68.1%+31.1pp |
| Annual return | 5.66% | 4.04%+1.6pp | 26.14%-20.5pp | 4.54%+1.1pp |
| Employer contribution / active EE | $4,305 | $2,715+58.6% | $4,608-6.6% | $1,882+128.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $566-99.9% | $8,175-100.0% | $592-99.9% |