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 | $218,059 | $88,122+147.5% | $141,162+54.5% | $67,579+222.7% |
| Participation rate | 96.8% | 76.5%+20.3pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | -2.58% | 75.40%-78.0pp | 71.39%-74.0pp | 378.56%-381.1pp |
| Employer contribution / active EE | $4,095 | $3,224+27.0% | $4,735-13.5% | $2,148+90.7% |
| Participant deferral / active EE | $9,116 | $5,958+53.0% | $6,709+35.9% | $3,539+157.6% |
| Admin fee / account holder | $12 | $131-91.0% | $10,261-99.9% | $142-91.7% |