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 | $36,510 | $63,905-42.9% | $74,183-50.8% | $57,658-36.7% |
| Participation rate | 78.4% | 79.8%-1.4pp | 76.6%+1.8pp | 70.2%+8.2pp |
| Annual return | 14.12% | 60.60%-46.5pp | 17.74%-3.6pp | 5.13%+9.0pp |
| Employer contribution / active EE | $206 | $1,840-88.8% | $2,370-91.3% | $1,974-89.6% |
| Participant deferral / active EE | $2,755 | $3,448-20.1% | $3,550-22.4% | $3,061-10.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |