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 | $13,819 | $66,310-79.2% | $93,606-85.2% | $65,185-78.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 10.46% | 42.58%-32.1pp | 32.76%-22.3pp | 29.38%-18.9pp |
| Employer contribution / active EE | $1,000 | $2,012-50.3% | $2,718-63.2% | $2,177-54.0% |
| Participant deferral / active EE | $1,658 | $3,342-50.4% | $4,069-59.3% | $3,514-52.8% |
| Admin fee / account holder | $24 | $6,897-99.6% | $7,888-99.7% | $847-97.1% |