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 | $10,641 | $60,165-82.3% | $74,183-85.7% | $55,167-80.7% |
| Participation rate | 75.3% | 74.2%+1.2pp | 76.6%-1.3pp | 69.0%+6.3pp |
| Annual return | 10.74% | 10.00%+0.7pp | 17.74%-7.0pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,140 | $1,600-28.7% | $2,370-51.9% | $1,963-41.9% |
| Participant deferral / active EE | $765 | $2,973-74.3% | $3,550-78.5% | $3,054-75.0% |
| Admin fee / account holder | $101 | $419-76.0% | $5,586-98.2% | $504-80.0% |