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 | $3,664 | $36,916-90.1% | $156,549-97.7% | $57,658-93.6% |
| Participation rate | 96.4% | 63.4%+33.0pp | 84.0%+12.4pp | 70.2%+26.2pp |
| Annual return | 5.97% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $146 | $1,571-90.7% | $5,501-97.3% | $1,974-92.6% |
| Participant deferral / active EE | $793 | $1,926-58.8% | $4,871-83.7% | $3,061-74.1% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |