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 | $27,382 | $37,196-26.4% | $154,107-82.2% | $55,725-50.9% |
| Participation rate | 98.9% | 64.1%+34.9pp | 83.0%+15.9pp | 70.9%+28.1pp |
| Annual return | -7.46% | 1319.68%-1327.1pp | 735.12%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,107 | $1,614-31.4% | $5,298-79.1% | $2,078-46.7% |
| Participant deferral / active EE | $2,809 | $2,068+35.8% | $5,081-44.7% | $3,356-16.3% |
| Admin fee / account holder | $14 | $102-85.9% | $13,411-99.9% | $115-87.6% |