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.
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 | $41,694 | $61,214-31.9% | $83,333-50.0% | $56,287-25.9% |
| Participation rate | 92.0% | 72.6%+19.5pp | 77.8%+14.3pp | 69.9%+22.2pp |
| Annual return | -7.84% | 0.42%-8.3pp | 10.63%-18.5pp | -9.96%+2.1pp |
| Employer contribution / active EE | $3,609 | $1,925+87.4% | $3,379+6.8% | $2,111+70.9% |
| Participant deferral / active EE | $7,388 | $5,091+45.1% | $5,565+32.8% | $3,350+120.5% |
| Admin fee / account holder | $0 | $512-99.9% | $7,510-100.0% | $521-99.9% |