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 | $21,675 | $56,972-62.0% | $182,532-88.1% | $65,185-66.7% |
| Participation rate | 87.4% | 66.5%+20.9pp | 78.0%+9.5pp | 70.2%+17.2pp |
| Annual return | 23.67% | 27.67%-4.0pp | 148.54%-124.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,160 | $1,615+33.8% | $4,076-47.0% | $2,177-0.7% |
| Participant deferral / active EE | $1,194 | $3,526-66.1% | $5,524-78.4% | $3,514-66.0% |
| Admin fee / account holder | $0 | $528-100.0% | $8,592-100.0% | $847-100.0% |