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 7-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 | $25,702 | $57,096-55.0% | $94,224-72.7% | $55,191-53.4% |
| Participation rate | 70.1% | 75.7%-5.6pp | 78.8%-8.7pp | 69.2%+0.9pp |
| Annual return | -1.55% | 159.65%-161.2pp | 10.68%-12.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $738 | $1,708-56.8% | $3,587-79.4% | $1,899-61.1% |
| Participant deferral / active EE | $2,019 | $3,165-36.2% | $4,320-53.3% | $3,046-33.7% |
| Admin fee / account holder | $14 | $89-84.0% | $6,269-99.8% | $91-84.3% |