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 | $49,737 | $39,162+27.0% | $100,671-50.6% | $59,632-16.6% |
| Participation rate | 95.2% | 55.9%+39.3pp | 70.7%+24.5pp | 68.7%+26.5pp |
| Annual return | 1.48% | 21.07%-19.6pp | 20.43%-18.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $3,990 | $1,151+246.8% | $4,012-0.6% | $2,203+81.1% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2 | $2,969-99.9% | $4,850-100.0% | $4,297-100.0% |