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 | $8,058 | $37,117-78.3% | $147,614-94.5% | $55,191-85.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -1.47% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $929 | $1,620-42.7% | $5,564-83.3% | $1,899-51.1% |
| Participant deferral / active EE | $615 | $1,985-69.0% | $4,895-87.4% | $3,046-79.8% |
| Admin fee / account holder | $14 | $86-83.3% | $11,611-99.9% | $91-84.2% |