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 | $21,807 | $52,467-58.4% | $57,179-61.9% | $55,167-60.5% |
| Participation rate | 92.2% | 75.8%+16.4pp | 75.3%+16.9pp | 69.0%+23.2pp |
| Annual return | 4.35% | 7.72%-3.4pp | 14.59%-10.2pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,091 | $2,477-56.0% | $2,682-59.3% | $1,963-44.4% |
| Participant deferral / active EE | $710 | $2,830-74.9% | $3,096-77.1% | $3,054-76.8% |
| Admin fee / account holder | $18 | $269-93.4% | $3,139-99.4% | $504-96.5% |