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 | $34,411 | $70,083-50.9% | $59,878-42.5% | $55,725-38.2% |
| Participation rate | 87.8% | 78.4%+9.4pp | 74.7%+13.1pp | 70.9%+16.9pp |
| Annual return | 8.55% | 3.13%+5.4pp | 3.46%+5.1pp | 244.93%-236.4pp |
| Employer contribution / active EE | $1,001 | $2,878-65.2% | $2,722-63.2% | $2,078-51.8% |
| Participant deferral / active EE | $1,089 | $3,079-64.6% | $3,402-68.0% | $3,356-67.5% |
| Admin fee / account holder | $11 | $70-84.2% | $3,590-99.7% | $115-90.4% |