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 | $70,388 | $75,183-6.4% | $123,892-43.2% | $55,167+27.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 81.4%+15.3pp | 69.0%+27.7pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $11,079 | $2,823+292.4% | $4,617+140.0% | $1,963+464.5% |
| Participant deferral / active EE | $358 | $5,084-93.0% | $5,984-94.0% | $3,054-88.3% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.2% |