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 | $28,285 | $50,637-44.1% | $86,590-67.3% | $62,292-54.6% |
| Participation rate | 98.9% | 67.9%+31.0pp | 73.5%+25.3pp | 69.5%+29.4pp |
| Annual return | 11.40% | 20.80%-9.4pp | 964.84%-953.4pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,347 | $2,075-35.1% | $2,839-52.6% | $2,042-34.0% |
| Participant deferral / active EE | $1,418 | $2,611-45.7% | $3,609-60.7% | $3,169-55.3% |
| Admin fee / account holder | $24 | $413-94.1% | $4,906-99.5% | $479-94.9% |