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 | $32,019 | $100,041-68.0% | $149,718-78.6% | $70,131-54.3% |
| Participation rate | 84.7% | 83.6%+1.1pp | 87.1%-2.4pp | 69.5%+15.2pp |
| Annual return | 1.01% | 27.43%-26.4pp | 1501.63%-1500.6pp | 73.14%-72.1pp |
| Employer contribution / active EE | $1,968 | $3,662-46.3% | $5,445-63.9% | $2,342-16.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |