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 | $38,099 | $45,073-15.5% | $69,455-45.1% | $72,985-47.8% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.6%+23.8pp | 69.5%+29.0pp |
| Annual return | 18.60% | 22.65%-4.0pp | 28.97%-10.4pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,225 | $2,054+105.7% | $2,779+52.0% | $2,440+73.2% |
| Participant deferral / active EE | $183 | $2,602-93.0% | $3,535-94.8% | $3,607-94.9% |
| Admin fee / account holder | $215 | $3,056-93.0% | $3,839-94.4% | $5,124-95.8% |