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 | $3,930 | $46,173-91.5% | $170,442-97.7% | $69,631-94.4% |
| Participation rate | 96.2% | 63.9%+32.3pp | 83.6%+12.6pp | 70.7%+25.5pp |
| Annual return | 20.47% | 21.62%-1.2pp | 205.93%-185.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $114 | $1,610-92.9% | $5,433-97.9% | $2,032-94.4% |
| Participant deferral / active EE | $648 | $2,080-68.9% | $4,939-86.9% | $3,224-79.9% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |