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 9-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.
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 | $10,929 | $43,423-74.8% | $78,689-86.1% | $55,167-80.2% |
| Participation rate | 96.2% | 68.0%+28.2pp | 73.6%+22.6pp | 69.0%+27.2pp |
| Annual return | 0.48% | 11.53%-11.1pp | 62.18%-61.7pp | 169.23%-168.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,004 | $2,509-60.0% | $3,517-71.5% | $3,054-67.1% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.7% |