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 | $30,247 | $50,637-40.3% | $86,590-65.1% | $62,292-51.4% |
| Participation rate | 99.3% | 67.9%+31.4pp | 73.5%+25.8pp | 69.5%+29.8pp |
| Annual return | 10.01% | 20.80%-10.8pp | 964.84%-954.8pp | 28.90%-18.9pp |
| Employer contribution / active EE | $2,274 | $2,075+9.6% | $2,839-19.9% | $2,042+11.4% |
| Participant deferral / active EE | $1,144 | $2,611-56.2% | $3,609-68.3% | $3,169-63.9% |
| Admin fee / account holder | $15 | $413-96.3% | $4,906-99.7% | $479-96.8% |