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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,336 | $58,264+44.7% | $86,612-2.6% | $71,457+18.0% |
| Participation rate | 82.4% | 65.0%+17.4pp | 71.7%+10.7pp | 67.9%+14.5pp |
| Annual return | 10.88% | 21.63%-10.7pp | 591.07%-580.2pp | 28.85%-18.0pp |
| Employer contribution / active EE | $1,974 | $2,574-23.3% | $3,022-34.7% | $2,588-23.7% |
| Participant deferral / active EE | $3,659 | $3,436+6.5% | $4,438-17.6% | $4,289-14.7% |
| Admin fee / account holder | $23 | $1,057-97.8% | $5,614-99.6% | $1,587-98.6% |