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 | $34,595 | $52,467-34.1% | $57,179-39.5% | $55,167-37.3% |
| Participation rate | 98.0% | 75.8%+22.1pp | 75.3%+22.6pp | 69.0%+29.0pp |
| Annual return | 4.86% | 7.72%-2.9pp | 14.59%-9.7pp | 169.23%-164.4pp |
| Employer contribution / active EE | $4,350 | $2,477+75.6% | $2,682+62.2% | $1,963+121.6% |
| Participant deferral / active EE | $274 | $2,830-90.3% | $3,096-91.1% | $3,054-91.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |