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 | $106,392 | $78,781+35.0% | $100,516+5.8% | $73,409+44.9% |
| Participation rate | 81.1% | 80.0%+1.1pp | 79.4%+1.7pp | 72.2%+8.9pp |
| Annual return | 16.01% | 31.69%-15.7pp | 30.89%-14.9pp | 59.29%-43.3pp |
| Employer contribution / active EE | $789 | $2,420-67.4% | $3,418-76.9% | $2,234-64.7% |
| Participant deferral / active EE | $2,641 | $6,537-59.6% | $6,270-57.9% | $3,805-30.6% |
| Admin fee / account holder | $0 | $145-100.0% | $8,081-100.0% | $158-100.0% |