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 | $15,173 | $86,332-82.4% | $125,175-87.9% | $65,185-76.7% |
| Participation rate | 83.2% | 75.3%+7.9pp | 79.8%+3.4pp | 70.2%+13.0pp |
| Annual return | 18.38% | 27.43%-9.0pp | 43.79%-25.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,107 | $3,537-68.7% | $4,937-77.6% | $3,514-68.5% |
| Admin fee / account holder | $31 | $609-94.9% | $9,702-99.7% | $847-96.3% |