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 | $42,811 | $82,279-48.0% | $77,999-45.1% | $63,975-33.1% |
| Participation rate | 72.4% | 84.7%-12.2pp | 75.5%-3.1pp | 71.1%+1.3pp |
| Annual return | 7.42% | 11.20%-3.8pp | 425.96%-418.5pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,194 | $3,297-63.8% | $2,470-51.7% | $2,182-45.3% |
| Participant deferral / active EE | $2,131 | $4,538-53.0% | $3,497-39.1% | $3,356-36.5% |
| Admin fee / account holder | $18 | $81-78.0% | $5,480-99.7% | $70-74.6% |