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 | $45,980 | $45,073+2.0% | $69,455-33.8% | $72,985-37.0% |
| Participation rate | 93.1% | 68.5%+24.6pp | 74.6%+18.5pp | 69.5%+23.6pp |
| Annual return | 15.52% | 22.65%-7.1pp | 28.97%-13.5pp | 81.00%-65.5pp |
| Employer contribution / active EE | $726 | $2,054-64.7% | $2,779-73.9% | $2,440-70.2% |
| Participant deferral / active EE | $726 | $2,602-72.1% | $3,535-79.5% | $3,607-79.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |