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 9-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 | $216,332 | $71,666+201.9% | $117,854+83.6% | $69,631+210.7% |
| Participation rate | 99.4% | 77.5%+21.9pp | 79.7%+19.8pp | 70.7%+28.8pp |
| Annual return | 46.03% | 18.86%+27.2pp | 335.08%-289.0pp | 27571.02%-27525.0pp |
| Employer contribution / active EE | $1,822 | $1,889-3.6% | $3,786-51.9% | $2,032-10.4% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |