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 | $23,276 | $65,376-64.4% | $87,100-73.3% | $65,185-64.3% |
| Participation rate | 89.0% | 75.3%+13.6pp | 76.9%+12.1pp | 70.2%+18.8pp |
| Annual return | 13.55% | 31.27%-17.7pp | 28.19%-14.6pp | 29.38%-15.8pp |
| Employer contribution / active EE | $1,560 | $1,822-14.4% | $2,521-38.1% | $2,177-28.3% |
| Participant deferral / active EE | $3,009 | $3,388-11.2% | $4,049-25.7% | $3,514-14.4% |
| Admin fee / account holder | $12 | $520-97.6% | $7,497-99.8% | $847-98.5% |