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 4-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 | $29,810 | $75,760-60.7% | $123,104-75.8% | $59,188-49.6% |
| Participation rate | 99.6% | 86.0%+13.5pp | 86.8%+12.8pp | 69.4%+30.1pp |
| Annual return | 6.72% | 2.93%+3.8pp | 13.22%-6.5pp | 5.51%+1.2pp |
| Employer contribution / active EE | $2 | $3,415-99.9% | $5,151-100.0% | $2,098-99.9% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |