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 | $55,407 | $136,307-59.4% | $177,821-68.8% | $73,488-24.6% |
| Participation rate | 96.6% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.9pp |
| Annual return | 14.80% | 18.68%-3.9pp | 48.32%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,903 | $3,712-48.7% | $5,918-67.8% | $2,270-16.2% |
| Participant deferral / active EE | $3,159 | $5,829-45.8% | $7,714-59.0% | $3,740-15.5% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |