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 | $74,473 | $73,102+1.9% | $123,544-39.7% | $56,287+32.3% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.2pp | 69.9%+7.2pp |
| Annual return | -3.79% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $470 | $2,977-84.2% | $4,628-89.8% | $2,111-77.7% |
| Participant deferral / active EE | $4,924 | $5,423-9.2% | $6,426-23.4% | $3,350+47.0% |
| Admin fee / account holder | $60 | $554-89.2% | $9,284-99.4% | $521-88.6% |