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 | $43,587 | $49,227-11.5% | $70,449-38.1% | $79,858-45.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.01% | 30.06%-16.1pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,221 | $2,099+5.8% | $2,737-18.9% | $2,471-10.1% |
| Participant deferral / active EE | $763 | $2,768-72.4% | $3,709-79.4% | $3,740-79.6% |
| Admin fee / account holder | $233 | $2,878-91.9% | $3,845-93.9% | $5,306-95.6% |