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 | $9,056 | $77,634-88.3% | $156,549-94.2% | $62,891-85.6% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 5.58% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $597 | $3,444-82.7% | $5,501-89.1% | $2,281-73.8% |
| Participant deferral / active EE | $597 | $3,045-80.4% | $4,871-87.7% | $3,203-81.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |