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 | $32,889 | $65,376-49.7% | $87,100-62.2% | $65,185-49.5% |
| Participation rate | 72.9% | 75.3%-2.5pp | 76.9%-4.0pp | 70.2%+2.7pp |
| Annual return | 19.79% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $479 | $1,822-73.7% | $2,521-81.0% | $2,177-78.0% |
| Participant deferral / active EE | $2,501 | $3,388-26.2% | $4,049-38.2% | $3,514-28.8% |
| Admin fee / account holder | $126 | $520-75.7% | $7,497-98.3% | $847-85.1% |