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 | $133,203 | $91,517+45.6% | $101,248+31.6% | $73,409+81.5% |
| Participation rate | 99.1% | 73.8%+25.3pp | 75.8%+23.2pp | 72.2%+26.9pp |
| Annual return | 11.54% | 17.17%-5.6pp | 46.47%-34.9pp | 59.29%-47.8pp |
| Employer contribution / active EE | $8,138 | $2,877+182.9% | $3,660+122.4% | $2,234+264.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |