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 8-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.
Employer contribution per participant 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 | $13,666 | $58,655-76.7% | $91,989-85.1% | $65,185-79.0% |
| Participation rate | 83.8% | 75.3%+8.5pp | 78.6%+5.2pp | 70.2%+13.6pp |
| Annual return | 57.99% | 33.92%+24.1pp | 69.02%-11.0pp | 29.38%+28.6pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,637 | $5,474+3.0% | $5,923-4.8% | $3,514+60.4% |
| Admin fee / account holder | $4 | $434-99.0% | $7,743-99.9% | $847-99.5% |