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 | $94,208 | $75,183+25.3% | $123,892-24.0% | $55,167+70.8% |
| Participation rate | 83.9% | 72.8%+11.1pp | 81.4%+2.5pp | 69.0%+14.9pp |
| Annual return | 7.83% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $6,196 | $2,823+119.5% | $4,617+34.2% | $1,963+215.7% |
| Participant deferral / active EE | $1,288 | $5,084-74.7% | $5,984-78.5% | $3,054-57.8% |
| Admin fee / account holder | $30 | $663-95.4% | $8,357-99.6% | $504-94.0% |