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 5-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 | $5,357 | $52,293-89.8% | $178,490-97.0% | $73,409-92.7% |
| Participation rate | 83.4% | 65.3%+18.1pp | 81.9%+1.5pp | 72.2%+11.3pp |
| Annual return | 155.52% | 34.75%+120.8pp | 151.07%+4.5pp | 59.29%+96.2pp |
| Employer contribution / active EE | $1,200 | $1,735-30.8% | $5,011-76.0% | $2,234-46.3% |
| Participant deferral / active EE | $1,531 | $2,332-34.3% | $5,202-70.6% | $3,805-59.8% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |