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 | $15,772 | $60,165-73.8% | $74,183-78.7% | $55,167-71.4% |
| Participation rate | 98.7% | 74.2%+24.5pp | 76.6%+22.0pp | 69.0%+29.7pp |
| Annual return | 13.54% | 10.00%+3.5pp | 17.74%-4.2pp | 169.23%-155.7pp |
| Employer contribution / active EE | $530 | $1,600-66.9% | $2,370-77.7% | $1,963-73.0% |
| Participant deferral / active EE | $770 | $2,973-74.1% | $3,550-78.3% | $3,054-74.8% |
| Admin fee / account holder | $39 | $419-90.7% | $5,586-99.3% | $504-92.3% |