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 | $33,718 | $37,044-9.0% | $71,796-53.0% | $57,658-41.5% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.1%+3.0pp | 70.2%+1.9pp |
| Annual return | 6.50% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $775 | $1,974-60.7% | $2,794-72.3% | $3,061-74.7% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |