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 | $33,943 | $72,770-53.4% | $67,652-49.8% | $55,191-38.5% |
| Participation rate | 81.1% | 78.8%+2.3pp | 75.7%+5.4pp | 69.2%+11.9pp |
| Annual return | 5.50% | -3.26%+8.8pp | 6625.04%-6619.5pp | 10.78%-5.3pp |
| Employer contribution / active EE | $238 | $1,769-86.5% | $2,266-89.5% | $1,899-87.5% |
| Participant deferral / active EE | $3,126 | $3,408-8.3% | $3,560-12.2% | $3,046+2.6% |
| Admin fee / account holder | $0 | $79-99.9% | $4,821-100.0% | $91-99.9% |