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 | $23,697 | $62,132-61.9% | $185,823-87.2% | $73,488-67.8% |
| Participation rate | 93.2% | 67.8%+25.4pp | 78.0%+15.2pp | 70.7%+22.6pp |
| Annual return | 13.29% | 20.44%-7.1pp | 35.95%-22.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,021 | $1,681-39.3% | $4,087-75.0% | $2,270-55.0% |
| Participant deferral / active EE | $1,103 | $3,711-70.3% | $5,632-80.4% | $3,740-70.5% |
| Admin fee / account holder | $0 | $419-100.0% | $9,500-100.0% | $513-100.0% |