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 | $10,326 | $85,766-88.0% | $136,294-92.4% | $70,131-85.3% |
| Participation rate | 96.5% | 74.2%+22.3pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 11.70% | 31.45%-19.8pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,014 | $2,966-65.8% | $4,695-78.4% | $2,342-56.7% |
| Participant deferral / active EE | $3,033 | $5,051-40.0% | $6,247-51.5% | $3,332-9.0% |
| Admin fee / account holder | $25 | $5,420-99.5% | $9,243-99.7% | $4,645-99.5% |