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 | $39,118 | $57,281-31.7% | $86,612-54.8% | $75,163-48.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 11.29% | 2670.75%-2659.5pp | 591.07%-579.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,244 | $2,314-3.0% | $3,022-25.8% | $2,670-16.0% |
| Participant deferral / active EE | $3,155 | $3,318-4.9% | $4,438-28.9% | $4,125-23.5% |
| Admin fee / account holder | $16 | $4,112-99.6% | $5,614-99.7% | $5,651-99.7% |