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 | $12,150 | $50,385-75.9% | $75,670-83.9% | $62,292-80.5% |
| Participation rate | 93.3% | 67.7%+25.6pp | 72.3%+21.0pp | 69.5%+23.8pp |
| Annual return | 11.75% | 19.90%-8.1pp | 27.34%-15.6pp | 28.90%-17.1pp |
| Employer contribution / active EE | $593 | $1,537-61.4% | $2,352-74.8% | $2,042-70.9% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $5 | $384-98.8% | $5,800-99.9% | $479-99.0% |