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.
Employer 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 | $3,503 | $37,117-90.6% | $147,614-97.6% | $55,191-93.7% |
| Participation rate | 93.7% | 63.6%+30.1pp | 84.6%+9.1pp | 69.2%+24.6pp |
| Annual return | 2.59% | 3.44%-0.9pp | 61.98%-59.4pp | 10.78%-8.2pp |
| Employer contribution / active EE | $127 | $1,620-92.2% | $5,564-97.7% | $1,899-93.3% |
| Participant deferral / active EE | $741 | $1,985-62.7% | $4,895-84.9% | $3,046-75.7% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |