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 3-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 | $71,426 | $46,745+52.8% | $60,547+18.0% | $52,331+36.5% |
| Participation rate | 80.2% | 58.6%+21.6pp | 68.0%+12.2pp | 68.1%+12.0pp |
| Annual return | -0.09% | 0.61%-0.7pp | 335.64%-335.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $132 | $1,259-89.5% | $2,419-94.6% | $1,882-93.0% |
| Participant deferral / active EE | $3,335 | $2,145+55.5% | $3,328+0.2% | $3,022+10.3% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |