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 | $67,984-37.4% | $65,493-35.1% | $74,304-42.8% |
| Participation rate | 97.7% | 66.3%+31.4pp | 73.1%+24.6pp | 60.3%+37.4pp |
| Annual return | 8.79% | 19.87%-11.1pp | 982.45%-973.7pp | 29.43%-20.6pp |
| Employer contribution / active EE | $3,165 | $2,491+27.0% | $2,574+22.9% | $2,241+41.2% |
| Participant deferral / active EE | $2,119 | $3,346-36.7% | $3,961-46.5% | $3,767-43.7% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |