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 | $27,370 | $50,637-45.9% | $86,590-68.4% | $62,292-56.1% |
| Participation rate | 85.9% | 67.9%+18.0pp | 73.5%+12.4pp | 69.5%+16.4pp |
| Annual return | 13.82% | 20.80%-7.0pp | 964.84%-951.0pp | 28.90%-15.1pp |
| Employer contribution / active EE | $2,052 | $2,075-1.1% | $2,839-27.7% | $2,042+0.5% |
| Participant deferral / active EE | $767 | $2,611-70.6% | $3,609-78.8% | $3,169-75.8% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |