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 5-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 | $41,407 | $80,753-48.7% | $136,294-69.6% | $62,292-33.5% |
| Participation rate | 84.7% | 73.5%+11.1pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 13.00% | 35.83%-22.8pp | 5155.94%-5142.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $5,347 | $2,884+85.4% | $4,695+13.9% | $2,042+161.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |