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 | $16,604 | $55,453-70.1% | $170,442-90.3% | $62,292-73.3% |
| Participation rate | 89.9% | 66.4%+23.5pp | 83.6%+6.3pp | 69.5%+20.3pp |
| Annual return | 10.75% | 21.38%-10.6pp | 205.93%-195.2pp | 28.90%-18.1pp |
| Employer contribution / active EE | $596 | $2,164-72.5% | $5,433-89.0% | $2,042-70.8% |
| Participant deferral / active EE | $1,786 | $2,303-22.5% | $4,939-63.8% | $3,169-43.7% |
| Admin fee / account holder | $71 | $455-84.4% | $13,880-99.5% | $479-85.2% |