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 | $18,488 | $52,293-64.6% | $178,490-89.6% | $73,409-74.8% |
| Participation rate | 97.7% | 65.3%+32.3pp | 81.9%+15.7pp | 72.2%+25.5pp |
| Annual return | 7.29% | 34.75%-27.5pp | 151.07%-143.8pp | 59.29%-52.0pp |
| Employer contribution / active EE | $340 | $1,735-80.4% | $5,011-93.2% | $2,234-84.8% |
| Participant deferral / active EE | $2,354 | $2,332+0.9% | $5,202-54.7% | $3,805-38.1% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |