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 | $33,999 | $55,214-38.4% | $104,607-67.5% | $73,488-53.7% |
| Participation rate | 84.1% | 67.8%+16.3pp | 74.1%+10.0pp | 70.7%+13.4pp |
| Annual return | 14.02% | 24.79%-10.8pp | 340.46%-326.4pp | 28.51%-14.5pp |
| Employer contribution / active EE | $263 | $1,468-82.1% | $2,681-90.2% | $2,270-88.4% |
| Participant deferral / active EE | $1,590 | $2,925-45.6% | $3,740-57.5% | $3,740-57.5% |
| Admin fee / account holder | $10 | $424-97.7% | $6,473-99.8% | $513-98.1% |