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.
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 | $14,712 | $46,100-68.1% | $86,590-83.0% | $69,631-78.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 7.99% | 21.02%-13.0pp | 964.84%-956.8pp | 27571.02%-27563.0pp |
| Employer contribution / active EE | $581 | $1,850-68.6% | $2,839-79.5% | $2,032-71.4% |
| Participant deferral / active EE | $896 | $2,432-63.1% | $3,609-75.2% | $3,224-72.2% |
| Admin fee / account holder | $4 | $94-96.0% | $4,906-99.9% | $110-96.6% |