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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,093 | $89,355-79.8% | $141,162-87.2% | $72,985-75.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.37% | 111.85%-96.5pp | 71.39%-56.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,710 | $3,114-45.1% | $4,735-63.9% | $2,440-29.9% |
| Participant deferral / active EE | $5,924 | $5,418+9.3% | $6,709-11.7% | $3,607+64.2% |
| Admin fee / account holder | $169 | $5,958-97.2% | $10,261-98.3% | $5,124-96.7% |