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 | $409,661-100.0% | $78,313-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 13.0%-13.0pp | 1.7%-1.7pp |
| Annual return | 9.97% | 627.08%-617.1pp | 6.61%+3.4pp | 627.08%-617.1pp |
| Employer contribution / active EE | $710 | $18,824-96.2% | $24,284-97.1% | $18,824-96.2% |
| Participant deferral / active EE | $0 | $418-100.0% | $408-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,478-100.0% | $1,923-100.0% |