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 | $18,095 | $52,467-65.5% | $57,179-68.4% | $55,167-67.2% |
| Participation rate | 97.3% | 75.8%+21.5pp | 75.3%+22.0pp | 69.0%+28.3pp |
| Annual return | 4.96% | 7.72%-2.8pp | 14.59%-9.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $3,446 | $2,477+39.1% | $2,682+28.5% | $1,963+75.6% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |