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.
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 | $67,509 | $57,976+16.4% | $62,995+7.2% | $62,292+8.4% |
| Participation rate | 98.3% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 12.53% | 17.54%-5.0pp | 87.57%-75.0pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,359 | $2,415-43.7% | $2,759-50.7% | $2,042-33.4% |
| Participant deferral / active EE | $494 | $2,956-83.3% | $3,329-85.2% | $3,169-84.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |