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.
Participant 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 | $4,439 | $72,770-93.9% | $67,652-93.4% | $55,191-92.0% |
| Participation rate | 80.4% | 78.8%+1.6pp | 75.7%+4.7pp | 69.2%+11.2pp |
| Annual return | 0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $697 | $1,769-60.6% | $2,266-69.2% | $1,899-63.3% |
| Participant deferral / active EE | $1,198 | $3,408-64.9% | $3,560-66.3% | $3,046-60.7% |
| Admin fee / account holder | $2 | $79-97.9% | $4,821-100.0% | $91-98.2% |