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 | $42,103 | $89,739-53.1% | $149,718-71.9% | $62,292-32.4% |
| Participation rate | 87.6% | 85.1%+2.5pp | 87.1%+0.5pp | 69.5%+18.0pp |
| Annual return | 17.66% | 21.01%-3.3pp | 1501.63%-1484.0pp | 28.90%-11.2pp |
| Employer contribution / active EE | $886 | $3,233-72.6% | $5,445-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $5,141 | $4,797+7.2% | $6,569-21.7% | $3,169+62.2% |
| Admin fee / account holder | $16 | $551-97.2% | $11,283-99.9% | $479-96.7% |