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.
Participant contribution per participant 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 | $8,331 | $111,491-92.5% | $189,513-95.6% | $86,799-90.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.29% | 83.50%-65.2pp | 555.15%-536.9pp | 97.91%-79.6pp |
| Employer contribution / active EE | $1,719 | $3,951-56.5% | $6,162-72.1% | $2,405-28.5% |
| Participant deferral / active EE | $961 | $6,437-85.1% | $8,221-88.3% | $4,131-76.7% |
| Admin fee / account holder | $23 | $189-87.9% | $12,045-99.8% | $170-86.5% |