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 | $20,163 | $46,722-56.8% | $130,648-84.6% | $65,185-69.1% |
| Participation rate | 95.2% | 60.9%+34.3pp | 71.7%+23.5pp | 70.2%+25.0pp |
| Annual return | 2.73% | 24.17%-21.4pp | 1708.96%-1706.2pp | 29.38%-26.7pp |
| Employer contribution / active EE | $2,736 | $1,488+83.9% | $4,092-33.1% | $2,177+25.7% |
| Participant deferral / active EE | $1,957 | $2,545-23.1% | $3,603-45.7% | $3,514-44.3% |
| Admin fee / account holder | $8 | $453-98.3% | $5,464-99.9% | $847-99.1% |