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 | $9,787 | $45,324-78.4% | $122,332-92.0% | $69,631-85.9% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 10.65% | 25.35%-14.7pp | 30.27%-19.6pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $825 | $1,230-32.9% | $4,050-79.6% | $2,032-59.4% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |