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 9-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 | $57,299 | $99,957-42.7% | $149,696-61.7% | $73,488-22.0% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+17.0pp | 70.7%+28.7pp |
| Annual return | 13.30% | 53.87%-40.6pp | 276.60%-263.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,035 | $3,191-67.6% | $4,644-77.7% | $2,270-54.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |