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 8-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 | $49,365 | $63,114-21.8% | $92,893-46.9% | $65,185-24.3% |
| Participation rate | 96.7% | 68.8%+27.9pp | 76.0%+20.7pp | 70.2%+26.5pp |
| Annual return | 156.39% | 28.75%+127.6pp | 109.41%+47.0pp | 29.38%+127.0pp |
| Employer contribution / active EE | $5 | $2,571-99.8% | $3,653-99.9% | $2,177-99.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |