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 9-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 | $7,337 | $52,953-86.1% | $172,739-95.8% | $65,185-88.7% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.5pp | 70.2%+28.0pp |
| Annual return | 4.60% | 30.12%-25.5pp | 802.84%-798.2pp | 29.38%-24.8pp |
| Employer contribution / active EE | $2,304 | $2,190+5.2% | $5,143-55.2% | $2,177+5.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |