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 | $2,157 | $57,354-96.2% | $83,848-97.4% | $64,186-96.6% |
| Participation rate | 83.7% | 68.6%+15.1pp | 76.1%+7.5pp | 69.6%+14.1pp |
| Annual return | -8.41% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,291 | $2,545-49.3% | $3,631-64.4% | $2,381-45.8% |
| Participant deferral / active EE | $72 | $2,993-97.6% | $4,082-98.2% | $3,470-97.9% |
| Admin fee / account holder | $46 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |