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 | $37,400 | $60,795-38.5% | $69,455-46.2% | $65,185-42.6% |
| Participation rate | 95.0% | 74.9%+20.1pp | 74.6%+20.4pp | 70.2%+24.8pp |
| Annual return | 18.08% | 17.46%+0.6pp | 28.97%-10.9pp | 29.38%-11.3pp |
| Employer contribution / active EE | $324 | $2,452-86.8% | $2,779-88.3% | $2,177-85.1% |
| Participant deferral / active EE | $1,315 | $3,162-58.4% | $3,535-62.8% | $3,514-62.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |