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 | $33,209 | $63,924-48.0% | $108,579-69.4% | $55,167-39.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 9.15% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,657 | $1,879+41.4% | $3,758-29.3% | $1,963+35.4% |
| Participant deferral / active EE | $1,389 | $3,067-54.7% | $4,311-67.8% | $3,054-54.5% |
| Admin fee / account holder | $3 | $618-99.6% | $7,645-100.0% | $504-99.5% |