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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,648 | $102,553-80.8% | $151,611-87.0% | $66,914-70.6% |
| Participation rate | 91.8% | 85.5%+6.3pp | 87.5%+4.4pp | 69.8%+22.0pp |
| Annual return | -17.73% | -10.82%-6.9pp | 3.33%-21.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,128 | $4,180-25.2% | $6,166-49.3% | $2,544+23.0% |
| Participant deferral / active EE | $7,361 | $6,641+10.8% | $8,363-12.0% | $4,237+73.7% |
| Admin fee / account holder | $30 | $630-95.2% | $11,616-99.7% | $593-94.9% |