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 | $7,933 | $46,173-82.8% | $170,442-95.3% | $69,631-88.6% |
| Participation rate | 99.6% | 63.9%+35.7pp | 83.6%+16.0pp | 70.7%+28.9pp |
| Annual return | 12.22% | 21.62%-9.4pp | 205.93%-193.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $380 | $1,610-76.4% | $5,433-93.0% | $2,032-81.3% |
| Participant deferral / active EE | $1,320 | $2,080-36.6% | $4,939-73.3% | $3,224-59.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |