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 | $13,086 | $52,293-75.0% | $178,490-92.7% | $73,409-82.2% |
| Participation rate | 75.7% | 65.3%+10.4pp | 81.9%-6.2pp | 72.2%+3.6pp |
| Annual return | 6.59% | 34.75%-28.2pp | 151.07%-144.5pp | 59.29%-52.7pp |
| Employer contribution / active EE | $364 | $1,735-79.0% | $5,011-92.7% | $2,234-83.7% |
| Participant deferral / active EE | $1,033 | $2,332-55.7% | $5,202-80.1% | $3,805-72.9% |
| Admin fee / account holder | $11 | $127-91.3% | $13,984-99.9% | $158-92.9% |