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 | $40,702 | $80,753-49.6% | $136,294-70.1% | $62,292-34.7% |
| Participation rate | 95.7% | 73.5%+22.2pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 82.10% | 35.83%+46.3pp | 5155.94%-5073.8pp | 28.90%+53.2pp |
| Employer contribution / active EE | $3,079 | $2,884+6.8% | $4,695-34.4% | $2,042+50.8% |
| Participant deferral / active EE | $1,684 | $5,164-67.4% | $6,247-73.0% | $3,169-46.9% |
| Admin fee / account holder | $25 | $525-95.2% | $9,243-99.7% | $479-94.8% |