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 | $151,500 | $56,443+168.4% | $83,848+80.7% | $55,725+171.9% |
| Participation rate | 98.2% | 72.0%+26.1pp | 76.1%+22.0pp | 70.9%+27.3pp |
| Annual return | 66.12% | 393.67%-327.5pp | 850.88%-784.8pp | 244.93%-178.8pp |
| Employer contribution / active EE | $904 | $2,682-66.3% | $3,631-75.1% | $2,078-56.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |