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 | $45,514 | $79,124-42.5% | $60,874-25.2% | $64,808-29.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -15.48% | -7.13%-8.4pp | 16.90%-32.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $523 | $3,050-82.8% | $2,701-80.6% | $2,506-79.1% |
| Participant deferral / active EE | $2,822 | $3,725-24.3% | $3,817-26.1% | $4,310-34.5% |
| Admin fee / account holder | $1 | $106-99.1% | $3,224-100.0% | $188-99.5% |