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 | $3,896 | $67,166-94.2% | $57,343-93.2% | $55,191-92.9% |
| Participation rate | 78.9% | 77.7%+1.2pp | 75.1%+3.9pp | 69.2%+9.8pp |
| Annual return | 13.83% | 4.22%+9.6pp | 24.39%-10.6pp | 10.78%+3.0pp |
| Employer contribution / active EE | $2,051 | $2,812-27.1% | $2,689-23.7% | $1,899+8.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |