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 9-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.
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 | $40,909 | $66,601-38.6% | $92,893-56.0% | $67,579-39.5% |
| Participation rate | 99.6% | 72.5%+27.1pp | 76.0%+23.6pp | 71.3%+28.4pp |
| Annual return | 52.42% | 92.58%-40.2pp | 109.41%-57.0pp | 378.56%-326.1pp |
| Employer contribution / active EE | $139 | $2,775-95.0% | $3,653-96.2% | $2,148-93.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |