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 | $18,381 | $42,546-56.8% | $71,796-74.4% | $55,167-66.7% |
| Participation rate | 96.3% | 59.1%+37.2pp | 69.1%+27.2pp | 69.0%+27.3pp |
| Annual return | 5.62% | 12.36%-6.7pp | 78.04%-72.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $800 | $803-0.4% | $1,924-58.4% | $1,963-59.2% |
| Participant deferral / active EE | $971 | $2,064-52.9% | $2,794-65.2% | $3,054-68.2% |
| Admin fee / account holder | $44 | $650-93.2% | $4,815-99.1% | $504-91.2% |