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 9-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 | $28,824 | $69,362-58.4% | $101,248-71.5% | $73,488-60.8% |
| Participation rate | 89.0% | 68.4%+20.6pp | 75.8%+13.2pp | 70.7%+18.3pp |
| Annual return | 15.01% | 18.46%-3.4pp | 46.47%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $16,762 | $2,628+537.8% | $3,660+358.1% | $2,270+638.4% |
| Participant deferral / active EE | $803 | $3,300-75.7% | $4,370-81.6% | $3,740-78.5% |
| Admin fee / account holder | $48 | $704-93.2% | $5,945-99.2% | $513-90.7% |