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 | $8,693 | $37,196-76.6% | $154,107-94.4% | $55,725-84.4% |
| Participation rate | 95.3% | 64.1%+31.2pp | 83.0%+12.2pp | 70.9%+24.4pp |
| Annual return | -6.71% | 1319.68%-1326.4pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $786 | $1,614-51.3% | $5,298-85.2% | $2,078-62.2% |
| Participant deferral / active EE | $761 | $2,068-63.2% | $5,081-85.0% | $3,356-77.3% |
| Admin fee / account holder | $10 | $102-90.2% | $13,411-99.9% | $115-91.3% |