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 | $37,558 | $57,976-35.2% | $62,995-40.4% | $62,292-39.7% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 15.30% | 17.54%-2.2pp | 87.57%-72.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $4,095 | $2,415+69.6% | $2,759+48.4% | $2,042+100.5% |
| Participant deferral / active EE | $910 | $2,956-69.2% | $3,329-72.7% | $3,169-71.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |