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 | $43,951 | $43,504+1.0% | $68,793-36.1% | $56,287-21.9% |
| Participation rate | 72.8% | 67.8%+5.0pp | 72.2%+0.6pp | 69.9%+3.0pp |
| Annual return | -0.55% | -3.15%+2.6pp | -4.63%+4.1pp | -9.96%+9.4pp |
| Employer contribution / active EE | $315 | $1,525-79.3% | $2,625-88.0% | $2,111-85.1% |
| Participant deferral / active EE | $1,671 | $2,509-33.4% | $3,311-49.5% | $3,350-50.1% |
| Admin fee / account holder | $25 | $515-95.2% | $5,131-99.5% | $521-95.2% |