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 | $55,866 | $62,267-10.3% | $110,238-49.3% | $55,725+0.3% |
| Participation rate | 91.8% | 78.1%+13.7pp | 79.8%+12.0pp | 70.9%+21.0pp |
| Annual return | 12.27% | -1.07%+13.3pp | 314.74%-302.5pp | 244.93%-232.7pp |
| Employer contribution / active EE | $1,493 | $1,941-23.1% | $3,826-61.0% | $2,078-28.2% |
| Participant deferral / active EE | $1,568 | $3,516-55.4% | $4,672-66.4% | $3,356-53.3% |
| Admin fee / account holder | $86 | $121-29.1% | $8,547-99.0% | $115-25.6% |