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 | $86,276 | $73,638+17.2% | $95,952-10.1% | $73,488+17.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 77.1%-2.1pp | 70.7%+4.3pp |
| Annual return | 13.04% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $987 | $1,863-47.0% | $2,541-61.2% | $2,270-56.5% |
| Participant deferral / active EE | $1,210 | $3,617-66.6% | $4,167-71.0% | $3,740-67.7% |
| Admin fee / account holder | $1 | $482-99.7% | $6,795-100.0% | $513-99.7% |