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 | $7,261 | $52,467-86.2% | $57,179-87.3% | $55,167-86.8% |
| Participation rate | 95.0% | 75.8%+19.2pp | 75.3%+19.7pp | 69.0%+26.1pp |
| Annual return | -2.16% | 7.72%-9.9pp | 14.59%-16.7pp | 169.23%-171.4pp |
| Employer contribution / active EE | $1,416 | $2,477-42.8% | $2,682-47.2% | $1,963-27.8% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $29 | $269-89.2% | $3,139-99.1% | $504-94.3% |