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 | $42,535 | $64,705-34.3% | $62,929-32.4% | $67,986-37.4% |
| Participation rate | 97.7% | 65.6%+32.1pp | 73.1%+24.6pp | 57.2%+40.5pp |
| Annual return | 8.79% | 20.31%-11.5pp | 1063.93%-1055.1pp | 31.67%-22.9pp |
| Employer contribution / active EE | $3,165 | $2,376+33.2% | $2,505+26.4% | $2,019+56.8% |
| Participant deferral / active EE | $2,119 | $3,198-33.7% | $3,888-45.5% | $3,358-36.9% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |