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 | $55,928 | $68,408-18.2% | $57,179-2.2% | $57,658-3.0% |
| Participation rate | 98.6% | 79.1%+19.4pp | 75.3%+23.2pp | 70.2%+28.3pp |
| Annual return | 6.18% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,957 | $2,869-31.8% | $2,682-27.1% | $1,974-0.9% |
| Participant deferral / active EE | $1,045 | $2,903-64.0% | $3,096-66.3% | $3,061-65.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |