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 | $48,694 | $68,408-28.8% | $57,179-14.8% | $57,658-15.5% |
| Participation rate | 93.2% | 79.1%+14.1pp | 75.3%+17.9pp | 70.2%+23.0pp |
| Annual return | 8.47% | 8.51%0pp | 14.59%-6.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $811 | $2,869-71.7% | $2,682-69.8% | $1,974-58.9% |
| Participant deferral / active EE | $1,743 | $2,903-40.0% | $3,096-43.7% | $3,061-43.1% |
| Admin fee / account holder | $65 | $70-6.7% | $3,139-97.9% | $95-31.3% |