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 | $9,715 | $39,898-75.6% | $121,196-92.0% | $55,725-82.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.7%+28.3pp | 70.9%+29.1pp |
| Annual return | -2.94% | -0.96%-2.0pp | 16.93%-19.9pp | 244.93%-247.9pp |
| Employer contribution / active EE | $873 | $1,295-32.6% | $4,022-78.3% | $2,078-58.0% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $5,019-100.0% | $115-100.0% |