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 | $77,962 | $44,425+75.5% | $67,834+14.9% | $55,167+41.3% |
| Participation rate | 80.5% | 59.7%+20.8pp | 68.8%+11.7pp | 69.0%+11.5pp |
| Annual return | 6.69% | 17.80%-11.1pp | 138.47%-131.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $119 | $1,351-91.2% | $2,403-95.1% | $1,963-93.9% |
| Participant deferral / active EE | $2,830 | $2,166+30.7% | $3,160-10.4% | $3,054-7.3% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |