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 | $4,901 | $43,423-88.7% | $78,689-93.8% | $55,167-91.1% |
| Participation rate | 82.4% | 68.0%+14.4pp | 73.6%+8.8pp | 69.0%+13.4pp |
| Annual return | -3.15% | 11.53%-14.7pp | 62.18%-65.3pp | 169.23%-172.4pp |
| Employer contribution / active EE | $310 | $1,997-84.5% | $2,851-89.1% | $1,963-84.2% |
| Participant deferral / active EE | $829 | $2,509-66.9% | $3,517-76.4% | $3,054-72.8% |
| Admin fee / account holder | $29 | $416-93.1% | $4,510-99.4% | $504-94.3% |