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 | $80,687 | $70,083+15.1% | $59,878+34.8% | $55,725+44.8% |
| Participation rate | 78.8% | 78.4%+0.4pp | 74.7%+4.1pp | 70.9%+8.0pp |
| Annual return | -2.37% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $749 | $2,878-74.0% | $2,722-72.5% | $2,078-63.9% |
| Participant deferral / active EE | $2,233 | $3,079-27.5% | $3,402-34.4% | $3,356-33.5% |
| Admin fee / account holder | $44 | $70-38.1% | $3,590-98.8% | $115-62.2% |