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 | $28,598 | $64,909-55.9% | $82,313-65.3% | $62,292-54.1% |
| Participation rate | 82.0% | 74.9%+7.1pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 16.03% | 21.18%-5.2pp | 25.88%-9.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $429 | $1,676-74.4% | $2,428-82.3% | $2,042-79.0% |
| Participant deferral / active EE | $2,320 | $3,103-25.3% | $3,706-37.4% | $3,169-26.8% |
| Admin fee / account holder | $114 | $440-74.2% | $5,608-98.0% | $479-76.3% |