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 9-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,033 | $62,132-80.6% | $185,823-93.5% | $73,488-83.6% |
| Participation rate | 90.0% | 67.8%+22.2pp | 78.0%+12.0pp | 70.7%+19.3pp |
| Annual return | 12.73% | 20.44%-7.7pp | 35.95%-23.2pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,618 | $1,681-3.8% | $4,087-60.4% | $2,270-28.7% |
| Participant deferral / active EE | $3,585 | $3,711-3.4% | $5,632-36.4% | $3,740-4.1% |
| Admin fee / account holder | $26 | $419-93.7% | $9,500-99.7% | $513-94.9% |