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 | $34,408 | $98,982-65.2% | $162,163-78.8% | $65,185-47.2% |
| Participation rate | 98.6% | 85.8%+12.8pp | 87.6%+11.1pp | 70.2%+28.4pp |
| Annual return | 8.83% | 24.84%-16.0pp | 115.59%-106.8pp | 29.38%-20.6pp |
| Employer contribution / active EE | $2,660 | $3,467-23.3% | $5,614-52.6% | $2,177+22.2% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |