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 | $18,264 | $62,928-71.0% | $172,739-89.4% | $67,579-73.0% |
| Participation rate | 96.3% | 64.5%+31.8pp | 82.6%+13.7pp | 71.3%+25.0pp |
| Annual return | 3.61% | 30.36%-26.7pp | 802.84%-799.2pp | 378.56%-374.9pp |
| Employer contribution / active EE | $2,539 | $1,636+55.2% | $5,143-50.6% | $2,148+18.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |