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 | $26,695 | $67,984-60.7% | $65,493-59.2% | $74,304-64.1% |
| Participation rate | 99.2% | 66.3%+32.9pp | 73.1%+26.1pp | 60.3%+38.9pp |
| Annual return | 12.08% | 19.87%-7.8pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,418 | $2,491-43.1% | $2,574-44.9% | $2,241-36.7% |
| Participant deferral / active EE | $20 | $3,346-99.4% | $3,961-99.5% | $3,767-99.5% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |