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 | $33,530 | $51,769-35.2% | $57,343-41.5% | $52,331-35.9% |
| Participation rate | 96.2% | 75.2%+20.9pp | 75.1%+21.1pp | 68.1%+28.0pp |
| Annual return | 3.44% | 2.43%+1.0pp | 24.39%-20.9pp | 4.54%-1.1pp |
| Employer contribution / active EE | $175 | $2,335-92.5% | $2,689-93.5% | $1,882-90.7% |
| Participant deferral / active EE | $2,341 | $2,794-16.2% | $3,162-26.0% | $3,022-22.5% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |