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 | $68,502 | $75,183-8.9% | $123,892-44.7% | $55,167+24.2% |
| Participation rate | 71.9% | 72.8%-0.9pp | 81.4%-9.5pp | 69.0%+2.9pp |
| Annual return | 7.45% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $393 | $2,823-86.1% | $4,617-91.5% | $1,963-80.0% |
| Participant deferral / active EE | $4,134 | $5,084-18.7% | $5,984-30.9% | $3,054+35.4% |
| Admin fee / account holder | $45 | $663-93.2% | $8,357-99.5% | $504-91.0% |