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 | $9,357 | $46,360-79.8% | $147,614-93.7% | $52,331-82.1% |
| Participation rate | 99.1% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | -0.99% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,293 | $2,126-39.2% | $5,564-76.8% | $1,882-31.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |