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 | $40,141 | $65,376-38.6% | $87,100-53.9% | $65,185-38.4% |
| Participation rate | 97.1% | 75.3%+21.8pp | 76.9%+20.3pp | 70.2%+26.9pp |
| Annual return | -3.05% | 31.27%-34.3pp | 28.19%-31.2pp | 29.38%-32.4pp |
| Employer contribution / active EE | $5,990 | $1,822+228.7% | $2,521+137.6% | $2,177+175.2% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |