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 | $27,876 | $57,976-51.9% | $62,995-55.7% | $62,292-55.3% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 14.03% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,502 | $2,415+3.6% | $2,759-9.3% | $2,042+22.5% |
| Participant deferral / active EE | $679 | $2,956-77.0% | $3,329-79.6% | $3,169-78.6% |
| Admin fee / account holder | $3 | $276-98.9% | $3,600-99.9% | $479-99.4% |