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 | $2,377 | $30,599-92.2% | $74,583-96.8% | $57,658-95.9% |
| Participation rate | 99.1% | 49.1%+49.9pp | 68.1%+31.0pp | 70.2%+28.9pp |
| Annual return | -3.70% | 14.24%-17.9pp | 20.47%-24.2pp | 5.13%-8.8pp |
| Employer contribution / active EE | $2,407 | $1,000+140.7% | $2,525-4.7% | $1,974+21.9% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $95 | $98-3.5% | $4,138-97.7% | $95+0.1% |