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 | $37,982 | $57,976-34.5% | $62,995-39.7% | $62,292-39.0% |
| Participation rate | 99.3% | 75.9%+23.3pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 12.44% | 17.54%-5.1pp | 87.57%-75.1pp | 28.90%-16.5pp |
| Employer contribution / active EE | $361 | $2,415-85.0% | $2,759-86.9% | $2,042-82.3% |
| Participant deferral / active EE | $1,549 | $2,956-47.6% | $3,329-53.5% | $3,169-51.1% |
| Admin fee / account holder | $16 | $276-94.3% | $3,600-99.6% | $479-96.7% |