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 | $39,367 | $45,035-12.6% | $62,995-37.5% | $70,131-43.9% |
| Participation rate | 98.4% | 69.5%+28.8pp | 74.8%+23.6pp | 69.5%+28.8pp |
| Annual return | 13.13% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $739 | $2,051-64.0% | $2,759-73.2% | $2,342-68.4% |
| Participant deferral / active EE | $739 | $2,465-70.0% | $3,329-77.8% | $3,332-77.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |