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 6-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 | $12,666 | $83,477-84.8% | $125,175-89.9% | $72,985-82.6% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.5%+20.8pp |
| Annual return | 20.70% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $556 | $2,345-76.3% | $3,865-85.6% | $2,440-77.2% |
| Participant deferral / active EE | $931 | $3,585-74.0% | $4,937-81.1% | $3,607-74.2% |
| Admin fee / account holder | $15 | $5,517-99.7% | $9,702-99.8% | $5,124-99.7% |