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 | $25,055 | $45,825-45.3% | $90,645-72.4% | $56,287-55.5% |
| Participation rate | 79.1% | 66.7%+12.4pp | 74.0%+5.0pp | 69.9%+9.2pp |
| Annual return | -3.63% | 38.64%-42.3pp | 1.88%-5.5pp | -9.96%+6.3pp |
| Employer contribution / active EE | $207 | $1,372-84.9% | $2,532-91.8% | $2,111-90.2% |
| Participant deferral / active EE | $1,312 | $2,562-48.8% | $3,425-61.7% | $3,350-60.8% |
| Admin fee / account holder | $12 | $413-97.0% | $4,994-99.8% | $521-97.6% |