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 | $41,635 | $73,638-43.5% | $95,952-56.6% | $73,488-43.3% |
| Participation rate | 84.3% | 76.2%+8.1pp | 77.1%+7.2pp | 70.7%+13.6pp |
| Annual return | 11.21% | 16.78%-5.6pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $917 | $1,863-50.8% | $2,541-63.9% | $2,270-59.6% |
| Participant deferral / active EE | $3,067 | $3,617-15.2% | $4,167-26.4% | $3,740-18.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |