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.
Participant 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 | $35,261 | $52,467-32.8% | $57,179-38.3% | $55,167-36.1% |
| Participation rate | 75.8% | 75.8%0pp | 75.3%+0.5pp | 69.0%+6.8pp |
| Annual return | 7.14% | 7.72%-0.6pp | 14.59%-7.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,253 | $2,477-49.4% | $2,682-53.3% | $1,963-36.1% |
| Participant deferral / active EE | $804 | $2,830-71.6% | $3,096-74.0% | $3,054-73.7% |
| Admin fee / account holder | $14 | $269-94.9% | $3,139-99.6% | $504-97.3% |