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 | $146,818 | $79,523+84.6% | $140,016+4.9% | $56,287+160.8% |
| Participation rate | 82.1% | 85.7%-3.7pp | 87.5%-5.4pp | 69.9%+12.2pp |
| Annual return | 24.60% | 2.39%+22.2pp | 651.12%-626.5pp | -9.96%+34.6pp |
| Employer contribution / active EE | $1,163 | $3,350-65.3% | $5,606-79.2% | $2,111-44.9% |
| Participant deferral / active EE | $3,455 | $5,129-32.6% | $6,927-50.1% | $3,350+3.1% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |