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 | $8,560 | $47,078-81.8% | $100,671-91.5% | $55,191-84.5% |
| Participation rate | 100.0% | 58.0%+42.0pp | 70.7%+29.3pp | 69.2%+30.8pp |
| Annual return | 0.40% | 0.65%-0.2pp | 20.43%-20.0pp | 10.78%-10.4pp |
| Employer contribution / active EE | $849 | $1,065-20.3% | $4,012-78.8% | $1,899-55.3% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |