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.
Participant 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 | $55,832 | $49,227+13.4% | $70,449-20.7% | $79,858-30.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.99% | 30.06%-16.1pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $645 | $2,099-69.3% | $2,737-76.4% | $2,471-73.9% |
| Participant deferral / active EE | $645 | $2,768-76.7% | $3,709-82.6% | $3,740-82.7% |
| Admin fee / account holder | $24 | $2,878-99.2% | $3,845-99.4% | $5,306-99.5% |