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 | $48,701 | $65,322-25.4% | $70,449-30.9% | $73,488-33.7% |
| Participation rate | 91.0% | 77.0%+14.0pp | 75.1%+15.9pp | 70.7%+20.3pp |
| Annual return | -48.33% | 15.71%-64.0pp | 109.03%-157.4pp | 28.51%-76.8pp |
| Employer contribution / active EE | $2,446 | $2,460-0.6% | $2,737-10.6% | $2,270+7.8% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |