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 | $44,091-100.0% | $42,250-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 18.8%-18.8pp | 4.5%-4.5pp |
| Annual return | 12.42% | 13.95%-1.5pp | 7.25%+5.2pp | 13.95%-1.5pp |
| Employer contribution / active EE | $401 | $16,598-97.6% | $33,137-98.8% | $16,598-97.6% |
| Participant deferral / active EE | $0 | $511-100.0% | $13-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $159-100.0% | $612-100.0% |