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 | $12,083 | $54,121-77.7% | $134,143-91.0% | $73,409-83.5% |
| Participation rate | 98.4% | 64.4%+34.1pp | 72.2%+26.3pp | 72.2%+26.3pp |
| Annual return | 11.36% | -312.52%+323.9pp | 36.33%-25.0pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,042 | $1,402-25.6% | $3,704-71.9% | $2,234-53.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,499-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $6,684-100.0% | $158-100.0% |