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 5-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 | $9,972 | $54,121-81.6% | $134,143-92.6% | $73,409-86.4% |
| Participation rate | 97.8% | 64.4%+33.4pp | 72.2%+25.6pp | 72.2%+25.6pp |
| Annual return | 0.00% | -312.52%+312.5pp | 36.33%-36.3pp | 59.29%-59.3pp |
| Employer contribution / active EE | $351 | $1,402-75.0% | $3,704-90.5% | $2,234-84.3% |
| Participant deferral / active EE | $786 | $2,844-72.4% | $3,499-77.5% | $3,805-79.3% |
| Admin fee / account holder | $4 | $132-96.6% | $6,684-99.9% | $158-97.2% |