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 | $2,781 | $65,365-95.7% | $92,893-97.0% | $72,985-96.2% |
| Participation rate | 88.5% | 68.3%+20.2pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 17.15% | 42.10%-24.9pp | 109.41%-92.3pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,445 | $2,594-44.3% | $3,653-60.5% | $2,440-40.8% |
| Participant deferral / active EE | $96 | $3,128-96.9% | $4,236-97.7% | $3,607-97.3% |
| Admin fee / account holder | $59 | $4,251-98.6% | $5,794-99.0% | $5,124-98.8% |