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 | $25,985 | $66,124-60.7% | $90,404-71.3% | $73,488-64.6% |
| Participation rate | 99.1% | 69.7%+29.5pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 11.00% | 17.65%-6.7pp | 1293.02%-1282.0pp | 28.51%-17.5pp |
| Employer contribution / active EE | $981 | $2,346-58.2% | $3,262-69.9% | $2,270-56.8% |
| Participant deferral / active EE | $304 | $3,039-90.0% | $3,963-92.3% | $3,740-91.9% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |