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.
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 | $13,136 | $50,637-74.1% | $86,590-84.8% | $62,292-78.9% |
| Participation rate | 85.8% | 67.9%+17.9pp | 73.5%+12.2pp | 69.5%+16.3pp |
| Annual return | 7.08% | 20.80%-13.7pp | 964.84%-957.8pp | 28.90%-21.8pp |
| Employer contribution / active EE | $3,410 | $2,075+64.3% | $2,839+20.1% | $2,042+67.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |