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 | $34,336 | $78,419-56.2% | $133,956-74.4% | $73,409-53.2% |
| Participation rate | 86.2% | 78.6%+7.6pp | 79.8%+6.4pp | 72.2%+14.0pp |
| Annual return | 16.65% | 33.35%-16.7pp | 45.09%-28.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,586 | $2,044-22.4% | $3,919-59.5% | $2,234-29.0% |
| Participant deferral / active EE | $1,834 | $3,925-53.3% | $5,048-63.7% | $3,805-51.8% |
| Admin fee / account holder | $151 | $161-6.1% | $8,927-98.3% | $158-4.1% |