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 | $23,262 | $51,769-55.1% | $57,343-59.4% | $52,331-55.5% |
| Participation rate | 98.4% | 75.2%+23.2pp | 75.1%+23.3pp | 68.1%+30.3pp |
| Annual return | -0.48% | 2.43%-2.9pp | 24.39%-24.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,812 | $2,335-22.4% | $2,689-32.6% | $1,882-3.7% |
| Participant deferral / active EE | $548 | $2,794-80.4% | $3,162-82.7% | $3,022-81.9% |
| Admin fee / account holder | $7 | $295-97.8% | $3,356-99.8% | $592-98.9% |