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 | $78,261 | $52,467+49.2% | $57,179+36.9% | $55,167+41.9% |
| Participation rate | 95.9% | 75.8%+20.1pp | 75.3%+20.6pp | 69.0%+26.9pp |
| Annual return | 5.91% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,328 | $2,477-6.0% | $2,682-13.2% | $1,963+18.6% |
| Participant deferral / active EE | $982 | $2,830-65.3% | $3,096-68.3% | $3,054-67.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |