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 | $20,469 | $80,005-74.4% | $140,016-85.4% | $55,725-63.3% |
| Participation rate | 79.3% | 87.0%-7.7pp | 87.5%-8.2pp | 70.9%+8.5pp |
| Annual return | -7.47% | 0.46%-7.9pp | 651.12%-658.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,899 | $3,403-44.2% | $5,606-66.1% | $2,078-8.6% |
| Participant deferral / active EE | $3,585 | $5,264-31.9% | $6,927-48.2% | $3,356+6.8% |
| Admin fee / account holder | $31 | $116-73.0% | $10,705-99.7% | $115-72.9% |