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 | $8,741 | $42,548-79.5% | $74,550-88.3% | $56,287-84.5% |
| Participation rate | 86.8% | 60.5%+26.4pp | 69.1%+17.7pp | 69.9%+17.0pp |
| Annual return | -8.06% | 12.40%-20.5pp | 32.53%-40.6pp | -9.96%+1.9pp |
| Employer contribution / active EE | $938 | $855+9.6% | $1,961-52.2% | $2,111-55.6% |
| Participant deferral / active EE | $2,504 | $2,277+10.0% | $3,108-19.4% | $3,350-25.2% |
| Admin fee / account holder | $22 | $467-95.3% | $5,060-99.6% | $521-95.8% |