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.
Employer 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 | $15,577 | $85,766-81.8% | $136,294-88.6% | $70,131-77.8% |
| Participation rate | 82.6% | 74.2%+8.4pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 16.34% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $311 | $2,966-89.5% | $4,695-93.4% | $2,342-86.7% |
| Participant deferral / active EE | $2,326 | $5,051-53.9% | $6,247-62.8% | $3,332-30.2% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |