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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,853 | $67,984+70.4% | $65,493+76.9% | $74,304+55.9% |
| Participation rate | 98.7% | 66.3%+32.3pp | 73.1%+25.6pp | 60.3%+38.3pp |
| Annual return | 11.09% | 19.87%-8.8pp | 982.45%-971.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $3,384 | $2,491+35.8% | $2,574+31.4% | $2,241+51.0% |
| Participant deferral / active EE | $4,749 | $3,346+41.9% | $3,961+19.9% | $3,767+26.1% |
| Admin fee / account holder | $191 | $1,373-86.1% | $5,028-96.2% | $2,969-93.6% |