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 | $24,364 | $33,914-28.2% | $63,412-61.6% | $52,331-53.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 67.1%+32.9pp | 68.1%+31.9pp |
| Annual return | -2.08% | 3.22%-5.3pp | 4.04%-6.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $2,601 | $1,121+132.0% | $1,814+43.4% | $1,882+38.2% |
| Participant deferral / active EE | $4,908 | $1,733+183.1% | $2,496+96.7% | $3,022+62.4% |
| Admin fee / account holder | $27 | $353-92.2% | $3,753-99.3% | $592-95.4% |