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 | $68,406 | $88,324-22.6% | $115,037-40.5% | $55,191+23.9% |
| Participation rate | 98.6% | 72.5%+26.0pp | 81.4%+17.2pp | 69.2%+29.4pp |
| Annual return | 46.69% | 6.30%+40.4pp | 26.14%+20.5pp | 10.78%+35.9pp |
| Employer contribution / active EE | $4,933 | $2,805+75.9% | $4,608+7.1% | $1,899+159.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |