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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,456 | $65,557-53.5% | $64,056-52.5% | $71,457-57.4% |
| Participation rate | 90.5% | 73.2%+17.4pp | 72.3%+18.2pp | 67.9%+22.6pp |
| Annual return | 0.00% | 18.94%-18.9pp | 33.69%-33.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $181 | $2,669-93.2% | $2,747-93.4% | $2,588-93.0% |
| Participant deferral / active EE | $289 | $3,626-92.0% | $3,880-92.5% | $4,289-93.3% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |