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 5-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.
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 | $47,259 | $77,813-39.3% | $123,544-61.7% | $64,186-26.4% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.1pp |
| Annual return | -2.99% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,038 | $3,014+133.5% | $4,628+52.1% | $2,381+195.6% |
| Participant deferral / active EE | $1,736 | $5,240-66.9% | $6,426-73.0% | $3,470-50.0% |
| Admin fee / account holder | $119 | $5,519-97.8% | $9,284-98.7% | $4,888-97.6% |