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 | $16,616 | $57,354-71.0% | $83,848-80.2% | $64,186-74.1% |
| Participation rate | 79.2% | 68.6%+10.6pp | 76.1%+3.0pp | 69.6%+9.6pp |
| Annual return | -1.05% | 11.38%-12.4pp | 850.88%-851.9pp | 7.63%-8.7pp |
| Employer contribution / active EE | $211 | $2,545-91.7% | $3,631-94.2% | $2,381-91.1% |
| Participant deferral / active EE | $3,279 | $2,993+9.6% | $4,082-19.7% | $3,470-5.5% |
| Admin fee / account holder | $2 | $4,046-99.9% | $5,478-100.0% | $4,888-100.0% |