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 | $7,371 | $50,637-85.4% | $86,590-91.5% | $62,292-88.2% |
| Participation rate | 76.5% | 67.9%+8.7pp | 73.5%+3.0pp | 69.5%+7.0pp |
| Annual return | 12.55% | 20.80%-8.2pp | 964.84%-952.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $744 | $2,075-64.2% | $2,839-73.8% | $2,042-63.6% |
| Participant deferral / active EE | $1,197 | $2,611-54.2% | $3,609-66.8% | $3,169-62.2% |
| Admin fee / account holder | $22 | $413-94.6% | $4,906-99.5% | $479-95.4% |