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 | $41,660 | $75,284-44.7% | $91,001-54.2% | $69,631-40.2% |
| Participation rate | 96.7% | 80.4%+16.3pp | 75.6%+21.1pp | 70.7%+26.0pp |
| Annual return | -31.96% | 48.40%-80.4pp | 4.60%-36.6pp | 27571.02%-27603.0pp |
| Employer contribution / active EE | $1,594 | $2,473-35.5% | $2,456-35.1% | $2,032-21.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $111-97.8% | $5,417-100.0% | $110-97.8% |