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 | $7,092 | $56,443-87.4% | $83,848-91.5% | $55,725-87.3% |
| Participation rate | 98.5% | 72.0%+26.4pp | 76.1%+22.3pp | 70.9%+27.6pp |
| Annual return | -1.51% | 393.67%-395.2pp | 850.88%-852.4pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,674 | $2,682-37.6% | $3,631-53.9% | $2,078-19.4% |
| Participant deferral / active EE | $350 | $2,965-88.2% | $4,082-91.4% | $3,356-89.6% |
| Admin fee / account holder | $5 | $156-97.1% | $5,478-99.9% | $115-96.0% |