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 | $23,489 | $41,854-43.9% | $73,843-68.2% | $52,331-55.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.49% | 2.11%-1.6pp | 2267.84%-2267.3pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,130 | $1,920+10.9% | $2,787-23.6% | $1,882+13.2% |
| Participant deferral / active EE | $659 | $2,498-73.6% | $3,583-81.6% | $3,022-78.2% |
| Admin fee / account holder | $8 | $493-98.3% | $4,880-99.8% | $592-98.6% |