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 7-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 | $20,782 | $70,002-70.3% | $115,037-81.9% | $52,331-60.3% |
| Participation rate | 93.3% | 72.1%+21.2pp | 81.4%+11.9pp | 68.1%+25.2pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,118 | $2,715-58.8% | $4,608-75.7% | $1,882-40.6% |
| Participant deferral / active EE | $5,930 | $4,920+20.5% | $6,026-1.6% | $3,022+96.2% |
| Admin fee / account holder | $11 | $566-98.1% | $8,175-99.9% | $592-98.2% |