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 | $55,549 | $63,924-13.1% | $108,579-48.8% | $55,167+0.7% |
| Participation rate | 89.6% | 74.3%+15.3pp | 79.6%+10.1pp | 69.0%+20.6pp |
| Annual return | 6.86% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,237 | $3,067+38.2% | $4,311-1.7% | $3,054+38.7% |
| Admin fee / account holder | $7 | $618-98.9% | $7,645-99.9% | $504-98.6% |