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 | $18,520 | $62,928-70.6% | $172,739-89.3% | $67,579-72.6% |
| Participation rate | 95.1% | 64.5%+30.6pp | 82.6%+12.4pp | 71.3%+23.8pp |
| Annual return | 11.22% | 30.36%-19.1pp | 802.84%-791.6pp | 378.56%-367.3pp |
| Employer contribution / active EE | $326 | $1,636-80.1% | $5,143-93.7% | $2,148-84.8% |
| Participant deferral / active EE | $2,268 | $2,145+5.8% | $5,198-56.4% | $3,539-35.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |