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 | $60,489 | $44,873+34.8% | $79,464-23.9% | $56,287+7.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -7.35% | 0.81%-8.2pp | 718.14%-725.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $5,689 | $2,140+165.8% | $2,800+103.1% | $2,111+169.5% |
| Participant deferral / active EE | $5,383 | $2,746+96.0% | $3,704+45.3% | $3,350+60.7% |
| Admin fee / account holder | $52 | $418-87.6% | $5,113-99.0% | $521-90.0% |