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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,138 | $129,095-70.5% | $184,200-79.3% | $77,671-50.9% |
| Participation rate | 95.9% | 87.3%+8.6pp | 86.8%+9.1pp | 70.6%+25.3pp |
| Annual return | 12.24% | 33.29%-21.0pp | 28.80%-16.6pp | 31.21%-19.0pp |
| Employer contribution / active EE | $2,888 | $4,410-34.5% | $6,424-55.0% | $2,726+5.9% |
| Participant deferral / active EE | $4,753 | $7,300-34.9% | $9,132-48.0% | $4,648+2.3% |
| Admin fee / account holder | $135 | $256-47.0% | $13,907-99.0% | $430-68.5% |