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.
Participant contribution per participant 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 | $13,747 | $58,083-76.3% | $80,019-82.8% | $56,287-75.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -2.84% | 34.61%-37.5pp | 11.22%-14.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,075 | $1,932-44.4% | $2,468-56.4% | $2,111-49.1% |
| Participant deferral / active EE | $1,394 | $3,135-55.5% | $3,686-62.2% | $3,350-58.4% |
| Admin fee / account holder | $28 | $623-95.6% | $6,521-99.6% | $521-94.7% |