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 | $55,347 | $67,166-17.6% | $57,343-3.5% | $55,191+0.3% |
| Participation rate | 95.8% | 77.7%+18.1pp | 75.1%+20.7pp | 69.2%+26.7pp |
| Annual return | 1.80% | 4.22%-2.4pp | 24.39%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,496 | $2,812-46.8% | $2,689-44.4% | $1,899-21.2% |
| Participant deferral / active EE | $732 | $2,835-74.2% | $3,162-76.9% | $3,046-76.0% |
| Admin fee / account holder | $1 | $44-97.2% | $3,356-100.0% | $91-98.7% |