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 | $8,626 | $50,464-82.9% | $75,781-88.6% | $52,331-83.5% |
| Participation rate | 96.3% | 66.8%+29.5pp | 75.8%+20.5pp | 68.1%+28.2pp |
| Annual return | -0.08% | 1.03%-1.1pp | 9.68%-9.8pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,718 | $1,988-13.6% | $3,323-48.3% | $1,882-8.7% |
| Participant deferral / active EE | $533 | $2,570-79.3% | $3,651-85.4% | $3,022-82.4% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,299-99.9% | $592-99.3% |