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 | $19,034 | $76,000-75.0% | $154,107-87.6% | $64,186-70.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.13% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,831 | $3,351-15.5% | $5,298-46.6% | $2,381+18.9% |
| Participant deferral / active EE | $551 | $3,175-82.7% | $5,081-89.2% | $3,470-84.1% |
| Admin fee / account holder | $140 | $5,596-97.5% | $13,411-99.0% | $4,888-97.1% |