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 | $11,295 | $46,722-75.8% | $130,648-91.4% | $65,185-82.7% |
| Participation rate | 97.9% | 60.9%+37.0pp | 71.7%+26.2pp | 70.2%+27.7pp |
| Annual return | 15.04% | 24.17%-9.1pp | 1708.96%-1693.9pp | 29.38%-14.3pp |
| Employer contribution / active EE | $1,114 | $1,488-25.1% | $4,092-72.8% | $2,177-48.8% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |