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 | $14,097 | $58,083-75.7% | $80,019-82.4% | $56,287-75.0% |
| Participation rate | 91.5% | 73.6%+17.9pp | 75.8%+15.7pp | 69.9%+21.7pp |
| Annual return | -6.97% | 34.61%-41.6pp | 11.22%-18.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,166 | $1,932-39.6% | $2,468-52.8% | $2,111-44.8% |
| Participant deferral / active EE | $2,119 | $3,135-32.4% | $3,686-42.5% | $3,350-36.8% |
| Admin fee / account holder | $22 | $623-96.4% | $6,521-99.7% | $521-95.8% |