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 | $67,179 | $80,753-16.8% | $136,294-50.7% | $62,292+7.8% |
| Participation rate | 98.4% | 73.5%+24.9pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 22.08% | 35.83%-13.8pp | 5155.94%-5133.9pp | 28.90%-6.8pp |
| Employer contribution / active EE | $374 | $2,884-87.0% | $4,695-92.0% | $2,042-81.7% |
| Participant deferral / active EE | $6,862 | $5,164+32.9% | $6,247+9.8% | $3,169+116.5% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.5% |