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 | $35,368 | $55,453-36.2% | $170,442-79.2% | $62,292-43.2% |
| Participation rate | 86.8% | 66.4%+20.5pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 9.27% | 21.38%-12.1pp | 205.93%-196.7pp | 28.90%-19.6pp |
| Employer contribution / active EE | $852 | $2,164-60.6% | $5,433-84.3% | $2,042-58.3% |
| Participant deferral / active EE | $1,568 | $2,303-31.9% | $4,939-68.3% | $3,169-50.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |