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 | $22,262 | $79,428-72.0% | $106,548-79.1% | $79,386-72.0% |
| Participation rate | 81.9% | 74.1%+7.8pp | 76.1%+5.8pp | 70.7%+11.2pp |
| Annual return | 8.06% | 18.27%-10.2pp | 26.80%-18.7pp | 116.85%-108.8pp |
| Employer contribution / active EE | $1,176 | $2,234-47.4% | $2,819-58.3% | $2,427-51.6% |
| Participant deferral / active EE | $1,785 | $3,823-53.3% | $4,398-59.4% | $4,046-55.9% |
| Admin fee / account holder | $71 | $523-86.5% | $7,407-99.0% | $626-88.7% |