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 | $27,337 | $55,449-50.7% | $83,848-67.4% | $56,287-51.4% |
| Participation rate | 88.1% | 68.0%+20.1pp | 76.1%+11.9pp | 69.9%+18.2pp |
| Annual return | -5.31% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $438 | $2,430-82.0% | $3,631-87.9% | $2,111-79.2% |
| Participant deferral / active EE | $2,621 | $2,935-10.7% | $4,082-35.8% | $3,350-21.8% |
| Admin fee / account holder | $280 | $656-57.2% | $5,478-94.9% | $521-46.2% |