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 | $38,273 | $287,456-86.7% | $170,442-77.5% | - |
| Participation rate | 97.0% | 60.6%+36.3pp | 83.6%+13.4pp | - |
| Annual return | 10.74% | 6.08%+4.7pp | 205.93%-195.2pp | - |
| Employer contribution / active EE | $3,540 | $2,242+57.9% | $5,433-34.8% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $0 | $39,812-100.0% | $13,880-100.0% | - |