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 9-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 | $15,447 | $46,732-66.9% | $156,549-90.1% | $55,167-72.0% |
| Participation rate | 81.1% | 65.8%+15.3pp | 84.0%-2.9pp | 69.0%+12.1pp |
| Annual return | -0.08% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $536 | $2,105-74.6% | $5,501-90.3% | $1,963-72.7% |
| Participant deferral / active EE | $1,660 | $2,204-24.7% | $4,871-65.9% | $3,054-45.6% |
| Admin fee / account holder | $25 | $418-94.1% | $13,027-99.8% | $504-95.1% |