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 | $31,605 | $55,002-42.5% | $59,878-47.2% | $56,287-43.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 7.93% | 1.13%+6.8pp | 3.46%+4.5pp | -9.96%+17.9pp |
| Employer contribution / active EE | $4,062 | $2,448+65.9% | $2,722+49.3% | $2,111+92.4% |
| Participant deferral / active EE | $560 | $3,121-82.1% | $3,402-83.5% | $3,350-83.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |