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 | $24,703 | $60,349-59.1% | $74,183-66.7% | $62,891-60.7% |
| Participation rate | 82.5% | 72.7%+9.7pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 6.83% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,251 | $1,680+34.0% | $2,370-5.0% | $2,281-1.3% |
| Participant deferral / active EE | $1,163 | $2,856-59.3% | $3,550-67.2% | $3,203-63.7% |
| Admin fee / account holder | $10 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |