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 | $18,685 | $44,873-58.4% | $79,464-76.5% | $56,287-66.8% |
| Participation rate | 81.4% | 68.7%+12.7pp | 73.3%+8.1pp | 69.9%+11.6pp |
| Annual return | -7.85% | 0.81%-8.7pp | 718.14%-726.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $810 | $2,140-62.1% | $2,800-71.1% | $2,111-61.6% |
| Participant deferral / active EE | $1,783 | $2,746-35.1% | $3,704-51.9% | $3,350-46.8% |
| Admin fee / account holder | $12 | $418-97.1% | $5,113-99.8% | $521-97.7% |