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 | $215,789 | $107,440+100.8% | $105,738+104.1% | $55,725+287.2% |
| Participation rate | 99.5% | 55.5%+44.0pp | 76.3%+23.2pp | 70.9%+28.6pp |
| Annual return | 20.95% | -0.59%+21.5pp | 6.27%+14.7pp | 244.93%-224.0pp |
| Employer contribution / active EE | $7,145 | $1,448+393.4% | $3,268+118.6% | $2,078+243.8% |
| Participant deferral / active EE | $0 | $2,171-100.0% | $4,080-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $283-98.9% | $6,913-100.0% | $115-97.2% |