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.
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.
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 | $5,962 | $43,466-86.3% | $90,951-93.4% | $90,288-93.4% |
| Participation rate | 85.9% | 62.5%+23.4pp | 69.0%+16.9pp | 73.4%+12.5pp |
| Annual return | -30.63% | 25.26%-55.9pp | 134.60%-165.2pp | 53.97%-84.6pp |
| Employer contribution / active EE | $5,022 | $840+497.8% | $2,122+136.7% | $2,524+99.0% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,959-100.0% | $114-100.0% |