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 | $21,518 | $50,199-57.1% | $70,092-69.3% | $66,914-67.8% |
| Participation rate | 91.8% | 66.3%+25.5pp | 70.5%+21.3pp | 69.8%+22.0pp |
| Annual return | -0.13% | -13.85%+13.7pp | 190.73%-190.9pp | 1.58%-1.7pp |
| Employer contribution / active EE | $895 | $1,864-52.0% | $2,559-65.0% | $2,544-64.8% |
| Participant deferral / active EE | $388 | $3,112-87.5% | $3,849-89.9% | $4,237-90.8% |
| Admin fee / account holder | $97 | $600-83.8% | $6,267-98.4% | $593-83.6% |