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 | $1,800 | $55,453-96.8% | $170,442-98.9% | $62,292-97.1% |
| Participation rate | 73.5% | 66.4%+7.1pp | 83.6%-10.1pp | 69.5%+3.9pp |
| Annual return | 13.79% | 21.38%-7.6pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $541 | $2,164-75.0% | $5,433-90.0% | $2,042-73.5% |
| Participant deferral / active EE | $583 | $2,303-74.7% | $4,939-88.2% | $3,169-81.6% |
| Admin fee / account holder | $37 | $455-91.9% | $13,880-99.7% | $479-92.3% |