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 | $5,822 | $46,732-87.5% | $156,549-96.3% | $55,167-89.4% |
| Participation rate | 70.7% | 65.8%+4.9pp | 84.0%-13.3pp | 69.0%+1.7pp |
| Annual return | 1.35% | 17.72%-16.4pp | 32.23%-30.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,036 | $2,204-53.0% | $4,871-78.7% | $3,054-66.1% |
| Admin fee / account holder | $5 | $418-98.8% | $13,027-100.0% | $504-99.0% |