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 | $32,837 | $46,732-29.7% | $156,549-79.0% | $55,167-40.5% |
| Participation rate | 96.0% | 65.8%+30.2pp | 84.0%+12.0pp | 69.0%+27.0pp |
| Annual return | 1.50% | 17.72%-16.2pp | 32.23%-30.7pp | 169.23%-167.7pp |
| Employer contribution / active EE | $591 | $2,105-71.9% | $5,501-89.3% | $1,963-69.9% |
| Participant deferral / active EE | $1,189 | $2,204-46.0% | $4,871-75.6% | $3,054-61.1% |
| Admin fee / account holder | $197 | $418-52.8% | $13,027-98.5% | $504-60.8% |