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 | $14,411 | $48,570-70.3% | $130,648-89.0% | $72,985-80.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 15.27% | 38.63%-23.4pp | 1708.96%-1693.7pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,613 | $1,334+20.9% | $4,092-60.6% | $2,440-33.9% |
| Participant deferral / active EE | $3,932 | $2,384+64.9% | $3,603+9.1% | $3,607+9.0% |
| Admin fee / account holder | $101 | $3,549-97.2% | $5,464-98.2% | $5,124-98.0% |