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 6-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 | $207,976 | $88,324+135.5% | $115,037+80.8% | $55,191+276.8% |
| Participation rate | 99.0% | 72.5%+26.5pp | 81.4%+17.6pp | 69.2%+29.9pp |
| Annual return | 43.29% | 6.30%+37.0pp | 26.14%+17.2pp | 10.78%+32.5pp |
| Employer contribution / active EE | $6,404 | $2,805+128.3% | $4,608+39.0% | $1,899+237.3% |
| 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% |