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 | $18,741 | $85,202-78.0% | $172,739-89.2% | $72,985-74.3% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 4.56% | 27.32%-22.8pp | 802.84%-798.3pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,096 | $3,324-67.0% | $5,143-78.7% | $2,440-55.1% |
| Participant deferral / active EE | $1,633 | $3,260-49.9% | $5,198-68.6% | $3,607-54.7% |
| Admin fee / account holder | $63 | $5,884-98.9% | $13,954-99.5% | $5,124-98.8% |