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 | $35,216 | $57,976-39.3% | $62,995-44.1% | $62,292-43.5% |
| Participation rate | 96.8% | 75.9%+20.9pp | 74.8%+22.0pp | 69.5%+27.3pp |
| Annual return | 14.68% | 17.54%-2.9pp | 87.57%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $522 | $2,415-78.4% | $2,759-81.1% | $2,042-74.5% |
| Participant deferral / active EE | $3,354 | $2,956+13.5% | $3,329+0.7% | $3,169+5.8% |
| Admin fee / account holder | $4 | $276-98.5% | $3,600-99.9% | $479-99.2% |