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 | $107,130 | $58,726+82.4% | $92,233+16.2% | $62,292+72.0% |
| Participation rate | 99.6% | 68.3%+31.2pp | 76.5%+23.1pp | 69.5%+30.1pp |
| Annual return | 49.58% | 43.62%+6.0pp | 176.28%-126.7pp | 28.90%+20.7pp |
| Employer contribution / active EE | $830 | $2,392-65.3% | $3,679-77.4% | $2,042-59.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |