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 | $74,643 | $65,322+14.3% | $70,449+6.0% | $73,488+1.6% |
| Participation rate | 78.4% | 77.0%+1.5pp | 75.1%+3.4pp | 70.7%+7.8pp |
| Annual return | 15.29% | 15.71%-0.4pp | 109.03%-93.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,653 | $3,375+37.9% | $3,709+25.5% | $3,740+24.4% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |