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 | $13,241 | $57,354-76.9% | $83,848-84.2% | $64,186-79.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.57% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,364 | $2,545+110.8% | $3,631+47.7% | $2,381+125.3% |
| Participant deferral / active EE | $782 | $2,993-73.9% | $4,082-80.8% | $3,470-77.5% |
| Admin fee / account holder | $130 | $4,046-96.8% | $5,478-97.6% | $4,888-97.3% |