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 | $19,498 | $46,173-57.8% | $170,442-88.6% | $69,631-72.0% |
| Participation rate | 84.8% | 63.9%+20.9pp | 83.6%+1.2pp | 70.7%+14.1pp |
| Annual return | 7.94% | 21.62%-13.7pp | 205.93%-198.0pp | 27571.02%-27563.1pp |
| Employer contribution / active EE | $2,595 | $1,610+61.2% | $5,433-52.2% | $2,032+27.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |