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 | $55,967 | $74,089-24.5% | $133,980-58.2% | $55,167+1.5% |
| Participation rate | 79.3% | 84.3%-5.0pp | 87.1%-7.8pp | 69.0%+10.3pp |
| Annual return | 11.24% | 12.11%-0.9pp | 29.30%-18.1pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,237 | $3,064-59.6% | $5,211-76.3% | $1,963-37.0% |
| Participant deferral / active EE | $2,456 | $4,678-47.5% | $6,282-60.9% | $3,054-19.6% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |