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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,253 | $57,976-15.0% | $62,995-21.8% | $62,292-20.9% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.4pp | 69.5%+29.6pp |
| Annual return | 13.69% | 17.54%-3.8pp | 87.57%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,079 | $2,956-29.7% | $3,329-37.6% | $3,169-34.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |