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 | $11,283 | $85,202-86.8% | $172,739-93.5% | $72,985-84.5% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 16.48% | 27.32%-10.8pp | 802.84%-786.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $510 | $3,324-84.6% | $5,143-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $510 | $3,260-84.3% | $5,198-90.2% | $3,607-85.8% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |