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 | $9,385 | $46,072-79.6% | $70,014-86.6% | $55,167-83.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 8.15% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,480 | $1,500-1.3% | $2,338-36.7% | $1,963-24.6% |
| Participant deferral / active EE | $694 | $2,344-70.4% | $2,931-76.3% | $3,054-77.3% |
| Admin fee / account holder | $30 | $428-93.0% | $4,380-99.3% | $504-94.1% |