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 | $9,121 | $46,360-80.3% | $147,614-93.8% | $52,331-82.6% |
| Participation rate | 74.0% | 64.9%+9.1pp | 84.6%-10.6pp | 68.1%+5.9pp |
| Annual return | -1.50% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $752 | $2,126-64.7% | $5,564-86.5% | $1,882-60.1% |
| Participant deferral / active EE | $297 | $2,258-86.8% | $4,895-93.9% | $3,022-90.2% |
| Admin fee / account holder | $96 | $766-87.4% | $11,611-99.2% | $592-83.7% |