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 6-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 | $8,685 | $39,122-77.8% | $57,179-84.8% | $62,891-86.2% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.4pp | 69.3%+27.4pp |
| Annual return | -2.16% | 9.23%-11.4pp | 14.59%-16.7pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,572 | $1,874-16.1% | $2,682-41.4% | $2,281-31.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $35 | $2,592-98.7% | $3,139-98.9% | $4,296-99.2% |