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 | $67,433 | $56,629+19.1% | $77,999-13.5% | $55,167+22.2% |
| Participation rate | 89.1% | 73.3%+15.7pp | 75.5%+13.5pp | 69.0%+20.1pp |
| Annual return | 6.93% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $344 | $1,723-80.1% | $2,470-86.1% | $1,963-82.5% |
| Participant deferral / active EE | $3,334 | $2,777+20.0% | $3,497-4.7% | $3,054+9.2% |
| Admin fee / account holder | $74 | $467-84.2% | $5,480-98.7% | $504-85.4% |