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 7-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.
See 1 actuary disclosure. $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 | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 0.00% | -2.53%+2.5pp | -61.72%+61.7pp | -0.69%+0.7pp |
| Employer contribution / active EE | $69,090 | $37,001+86.7% | $47,703+44.8% | $16,786+311.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |