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 | $51,755 | $136,307-62.0% | $177,821-70.9% | $73,488-29.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.00% | 18.68%-3.7pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $4,220 | $3,712+13.7% | $5,918-28.7% | $2,270+85.9% |
| Participant deferral / active EE | $2,631 | $5,829-54.9% | $7,714-65.9% | $3,740-29.6% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |