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 | $30,259 | $73,404-58.8% | $87,100-65.3% | $67,579-55.2% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.9%+22.3pp | 71.3%+27.9pp |
| Annual return | 22.12% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.4pp |
| Employer contribution / active EE | -$54 | $2,014-102.7% | $2,521-102.1% | $2,148-102.5% |
| Participant deferral / active EE | $2,745 | $3,913-29.8% | $4,049-32.2% | $3,539-22.4% |
| Admin fee / account holder | $131 | $142-7.7% | $7,497-98.3% | $142-8.1% |