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 | $54,560 | $60,989-10.5% | $60,874-10.4% | $66,914-18.5% |
| Participation rate | 98.8% | 74.5%+24.3pp | 73.1%+25.7pp | 69.8%+29.0pp |
| Annual return | -10.25% | -9.60%-0.6pp | 16.90%-27.1pp | 1.58%-11.8pp |
| Employer contribution / active EE | $357 | $2,661-86.6% | $2,701-86.8% | $2,544-86.0% |
| Participant deferral / active EE | $2,386 | $3,615-34.0% | $3,817-37.5% | $4,237-43.7% |
| Admin fee / account holder | $76 | $338-77.5% | $3,224-97.6% | $593-87.1% |