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 | $22,085 | $56,897-61.2% | $84,750-73.9% | $62,891-64.9% |
| Participation rate | 80.2% | 68.5%+11.7pp | 76.6%+3.6pp | 69.3%+10.9pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,149 | $2,709+16.2% | $3,712-15.2% | $3,203-1.7% |
| Admin fee / account holder | $10 | $3,581-99.7% | $5,332-99.8% | $4,296-99.8% |