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 7-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 | $15,667 | $49,227-68.2% | $70,449-77.8% | $79,858-80.4% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 19.17% | 30.06%-10.9pp | 109.03%-89.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,032 | $2,099-50.8% | $2,737-62.3% | $2,471-58.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |