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 | $16,207 | $75,388-78.5% | $123,544-86.9% | $55,725-70.9% |
| Participation rate | 97.0% | 75.7%+21.4pp | 82.3%+14.7pp | 70.9%+26.2pp |
| Annual return | 2.53% | 4.48%-1.9pp | 119.20%-116.7pp | 244.93%-242.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,713 | $5,651-69.7% | $6,426-73.3% | $3,356-48.9% |
| Admin fee / account holder | $14 | $120-88.6% | $9,284-99.9% | $115-88.2% |