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 | $17,843 | $42,396-57.9% | $67,313-73.5% | $56,287-68.3% |
| Participation rate | 99.5% | 61.0%+38.6pp | 69.1%+30.5pp | 69.9%+29.7pp |
| Annual return | -45.57% | -36.63%-8.9pp | -4.08%-41.5pp | -9.96%-35.6pp |
| Employer contribution / active EE | $7,429 | $1,414+425.6% | $2,566+189.6% | $2,111+251.9% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $510-99.7% | $4,507-100.0% | $521-99.7% |