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 | $59,749 | $71,192-16.1% | $117,854-49.3% | $62,292-4.1% |
| Participation rate | 73.8% | 74.2%-0.4pp | 79.7%-5.9pp | 69.5%+4.3pp |
| Annual return | 18.34% | 18.66%-0.3pp | 335.08%-316.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $314 | $1,934-83.8% | $3,786-91.7% | $2,042-84.6% |
| Participant deferral / active EE | $2,461 | $3,189-22.8% | $4,482-45.1% | $3,169-22.3% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |