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 | $99,917 | $55,002+81.7% | $59,878+66.9% | $56,287+77.5% |
| Participation rate | 86.1% | 75.9%+10.2pp | 74.7%+11.4pp | 69.9%+16.3pp |
| Annual return | -3.64% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $600 | $2,448-75.5% | $2,722-77.9% | $2,111-71.6% |
| Participant deferral / active EE | $4,318 | $3,121+38.3% | $3,402+26.9% | $3,350+28.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |