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 | $10,315 | $46,173-77.7% | $170,442-93.9% | $69,631-85.2% |
| Participation rate | 97.3% | 63.9%+33.4pp | 83.6%+13.7pp | 70.7%+26.6pp |
| Annual return | 11.69% | 21.62%-9.9pp | 205.93%-194.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $905 | $1,610-43.8% | $5,433-83.3% | $2,032-55.4% |
| Participant deferral / active EE | $896 | $2,080-56.9% | $4,939-81.9% | $3,224-72.2% |
| Admin fee / account holder | $11 | $116-90.3% | $13,880-99.9% | $110-89.9% |