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 | $10,551 | $52,953-80.1% | $172,739-93.9% | $65,185-83.8% |
| Participation rate | 78.9% | 66.2%+12.7pp | 82.6%-3.7pp | 70.2%+8.7pp |
| Annual return | 19.05% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $463 | $2,190-78.9% | $5,143-91.0% | $2,177-78.7% |
| Participant deferral / active EE | $494 | $2,471-80.0% | $5,198-90.5% | $3,514-86.0% |
| Admin fee / account holder | $19 | $472-96.0% | $13,954-99.9% | $847-97.8% |