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 | $110,494 | $52,467+110.6% | $57,179+93.2% | $55,167+100.3% |
| Participation rate | 94.2% | 75.8%+18.3pp | 75.3%+18.8pp | 69.0%+25.2pp |
| Annual return | 6.60% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $179 | $2,477-92.8% | $2,682-93.3% | $1,963-90.9% |
| Participant deferral / active EE | $4,718 | $2,830+66.7% | $3,096+52.4% | $3,054+54.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |