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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,319 | $50,175-81.4% | $99,443-90.6% | $65,185-85.7% |
| Participation rate | 99.4% | 68.4%+31.0pp | 73.8%+25.6pp | 70.2%+29.2pp |
| Annual return | -45.76% | 25.36%-71.1pp | 30.72%-76.5pp | 29.38%-75.1pp |
| Employer contribution / active EE | $2,875 | $1,496+92.2% | $2,540+13.2% | $2,177+32.1% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $6,250-100.0% | $847-100.0% |