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 | $18,916 | $58,879-67.9% | $178,490-89.4% | $73,488-74.3% |
| Participation rate | 81.8% | 66.2%+15.6pp | 81.9%-0.1pp | 70.7%+11.1pp |
| Annual return | 110.55% | 24.86%+85.7pp | 151.07%-40.5pp | 28.51%+82.0pp |
| Employer contribution / active EE | $675 | $2,236-69.8% | $5,011-86.5% | $2,270-70.3% |
| Participant deferral / active EE | $541 | $2,567-78.9% | $5,202-89.6% | $3,740-85.5% |
| Admin fee / account holder | $2 | $400-99.6% | $13,984-100.0% | $513-99.7% |