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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,974 | $56,485-52.2% | $185,823-85.5% | $86,799-68.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 9.29% | 118.04%-108.7pp | 122.05%-112.8pp | 97.91%-88.6pp |
| Employer contribution / active EE | $1,566 | $1,843-15.0% | $5,167-69.7% | $2,405-34.9% |
| Participant deferral / active EE | $1,582 | $2,553-38.0% | $5,568-71.6% | $4,131-61.7% |
| Admin fee / account holder | $13 | $150-91.2% | $16,237-99.9% | $170-92.2% |