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 | $6,427 | $94,115-93.2% | $83,333-92.3% | $73,367-91.2% |
| Participation rate | 99.2% | 83.7%+15.5pp | 77.8%+21.4pp | 69.5%+29.7pp |
| Annual return | -10.19% | -6.12%-4.1pp | 10.63%-20.8pp | 173.45%-183.6pp |
| Employer contribution / active EE | $2,892 | $2,931-1.3% | $3,379-14.4% | $2,499+15.7% |
| Participant deferral / active EE | $0 | $6,759-100.0% | $5,565-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $7,510-100.0% | $68-100.0% |