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.
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.
Employer 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 | $49,677-100.0% | $286,961-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 13.3%-13.3pp | 3.6%-3.6pp |
| Annual return | 5.07% | 11.88%-6.8pp | 2.61%+2.5pp | 11.88%-6.8pp |
| Employer contribution / active EE | $634 | $14,612-95.7% | $24,109-97.4% | $14,612-95.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $17-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $148-100.0% | $637-100.0% |