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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,737 | $76,050-62.2% | $96,544-70.2% | $71,457-59.8% |
| Participation rate | 96.8% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 13.91% | 22.81%-8.9pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,033 | $2,244-54.0% | $2,965-65.2% | $2,588-60.1% |
| Participant deferral / active EE | $2,751 | $4,215-34.7% | $4,851-43.3% | $4,289-35.9% |
| Admin fee / account holder | $76 | $2,707-97.2% | $8,252-99.1% | $1,587-95.2% |