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 | $25,269 | $63,346-60.1% | $92,233-72.6% | $70,131-64.0% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 17.17% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,255 | $2,854+14.1% | $3,897-16.5% | $3,332-2.3% |
| Admin fee / account holder | $14 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |