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 | $91,007 | $60,795+49.7% | $69,455+31.0% | $65,185+39.6% |
| Participation rate | 92.3% | 74.9%+17.4pp | 74.6%+17.7pp | 70.2%+22.1pp |
| Annual return | 13.10% | 17.46%-4.4pp | 28.97%-15.9pp | 29.38%-16.3pp |
| Employer contribution / active EE | $5,069 | $2,452+106.7% | $2,779+82.4% | $2,177+132.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |