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 | $22,369 | $51,769-56.8% | $57,343-61.0% | $52,331-57.3% |
| Participation rate | 98.1% | 75.2%+22.8pp | 75.1%+23.0pp | 68.1%+30.0pp |
| Annual return | 1.74% | 2.43%-0.7pp | 24.39%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $843 | $2,335-63.9% | $2,689-68.7% | $1,882-55.2% |
| Participant deferral / active EE | $843 | $2,794-69.8% | $3,162-73.3% | $3,022-72.1% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |