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.
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 | $55,686 | $65,118-14.5% | $76,768-27.5% | $55,725-0.1% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | 2.45% | -1.27%+3.7pp | 2.43%0pp | 244.93%-242.5pp |
| Employer contribution / active EE | $10,163 | $1,941+423.6% | $2,485+308.9% | $2,078+389.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |