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 | $19,472 | $91,190-78.6% | $178,490-89.1% | $79,858-75.6% |
| Participation rate | 71.3% | 69.2%+2.1pp | 81.9%-10.6pp | 69.6%+1.6pp |
| Annual return | -9.65% | 24.19%-33.8pp | 151.07%-160.7pp | 31.71%-41.4pp |
| Employer contribution / active EE | $1,098 | $3,256-66.3% | $5,011-78.1% | $2,471-55.5% |
| Participant deferral / active EE | $1,625 | $3,236-49.8% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $207 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |