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 | $2,461 | $38,365-93.6% | $84,611-97.1% | $65,185-96.2% |
| Participation rate | 98.6% | 55.7%+42.9pp | 68.2%+30.4pp | 70.2%+28.4pp |
| Annual return | -3.62% | 32.00%-35.6pp | 258.74%-262.4pp | 29.38%-33.0pp |
| Employer contribution / active EE | $1,690 | $1,258+34.3% | $2,652-36.3% | $2,177-22.4% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $86 | $451-80.9% | $4,912-98.2% | $847-89.8% |