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 | $134,270 | $75,388+78.1% | $123,544+8.7% | $55,725+141.0% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.3%+10.8pp | 70.9%+22.2pp |
| Annual return | 10.70% | 4.48%+6.2pp | 119.20%-108.5pp | 244.93%-234.2pp |
| Employer contribution / active EE | $1,882 | $3,063-38.6% | $4,628-59.3% | $2,078-9.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |