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 | $43,644 | $56,317-22.5% | $71,209-38.7% | $74,304-41.3% |
| Participation rate | 99.2% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 8.36% | 42.83%-34.5pp | 282.51%-274.2pp | 29.43%-21.1pp |
| Employer contribution / active EE | $7,491 | $2,160+246.8% | $2,721+175.3% | $2,241+234.2% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |