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 | $8,525 | $74,552-88.6% | $62,995-86.5% | $69,631-87.8% |
| Participation rate | 75.4% | 78.3%-2.8pp | 74.8%+0.6pp | 70.7%+4.7pp |
| Annual return | 17.37% | 15.77%+1.6pp | 87.57%-70.2pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,451 | $2,929-50.5% | $2,759-47.4% | $2,032-28.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $59-94.5% | $3,600-99.9% | $110-97.0% |