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 | $26,544 | $33,745-21.3% | $64,105-58.6% | $55,191-51.9% |
| Participation rate | 74.5% | 59.4%+15.1pp | 68.2%+6.3pp | 69.2%+5.3pp |
| Annual return | -2.61% | 4.95%-7.6pp | 791.24%-793.9pp | 10.78%-13.4pp |
| Employer contribution / active EE | $1,117 | $641+74.2% | $1,820-38.6% | $1,899-41.2% |
| Participant deferral / active EE | $1,800 | $1,929-6.7% | $2,822-36.2% | $3,046-40.9% |
| Admin fee / account holder | $38 | $94-59.4% | $4,499-99.1% | $91-57.8% |