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.
Employer 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 | $7,229 | $52,467-86.2% | $57,179-87.4% | $55,167-86.9% |
| Participation rate | 81.3% | 75.8%+5.5pp | 75.3%+6.0pp | 69.0%+12.3pp |
| Annual return | 8.15% | 7.72%+0.4pp | 14.59%-6.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $452 | $2,477-81.8% | $2,682-83.2% | $1,963-77.0% |
| Participant deferral / active EE | $1,150 | $2,830-59.4% | $3,096-62.8% | $3,054-62.3% |
| Admin fee / account holder | $3 | $269-98.7% | $3,139-99.9% | $504-99.3% |