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 | $19,352 | $52,639-63.2% | $185,117-89.5% | $62,292-68.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.10% | 19.57%-4.5pp | 40.50%-25.4pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,376 | $1,483-7.2% | $4,182-67.1% | $2,042-32.6% |
| Participant deferral / active EE | $795 | $3,097-74.3% | $5,045-84.2% | $3,169-74.9% |
| Admin fee / account holder | $22 | $374-94.1% | $8,159-99.7% | $479-95.4% |