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.
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 | $9,365 | $70,083-86.6% | $59,878-84.4% | $55,725-83.2% |
| Participation rate | 76.8% | 78.4%-1.6pp | 74.7%+2.1pp | 70.9%+5.9pp |
| Annual return | -7.36% | 3.13%-10.5pp | 3.46%-10.8pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,374 | $2,878-52.3% | $2,722-49.5% | $2,078-33.9% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $70-97.1% | $3,590-99.9% | $115-98.2% |