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 | $48,831 | $40,256+21.3% | $57,343-14.8% | $59,632-18.1% |
| Participation rate | 98.2% | 69.2%+29.0pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 1.24% | 27.49%-26.3pp | 24.39%-23.2pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $187 | $1,922-90.3% | $2,689-93.0% | $2,203-91.5% |
| Participant deferral / active EE | $5,070 | $2,399+111.3% | $3,162+60.3% | $3,192+58.9% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |